T. Rowe Price Investment Services, Inc.

Broker-DealerFINRA MemberEst. 1980

Total AUM

—

Advisory reps

1,330

Avg account

$0

Firm details

Headquarters: Baltimore, Maryland
CRD number: 8348
Registered since: August 25, 1980
Website: www.troweprice.com

Firm profile

FINTRX

Overview

T. Rowe Price Investment Services, Inc. is listed as a corporate entity that has been SEC-registered since 1980. The FINTRX snapshot identifies the ownership as a combination of a domestic entity and an individual and classifies the firm as unclassified. The record indicates the firm is not a capital allocator and is not flagged as an active ESG investor. Several advisory attributes in the snapshot (client base, fee structure, business and advisory activities) are not populated in the dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 10

Emily Neubauer
Service CoordinatorCRD 6332978
David Stafford
Managing Director, Chief Compliance OfficerCRD 6705156
Kristopher King
Retirement Plan CoordinatorCRD 5946731

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Contacts

3 of 1320

David Weeks
AVPCRD 5667975
Adam Byard
Sales DirectorCRD 5688186
Christopher Aceto
Portfolio ManagerCRD 5690805

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Baltimore, MD

Baltimore City

Location

Baltimore, MD

Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Baltimore City
Address: 1307 Point St
Time zone: ET (UTC-5)
Office locations

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