T. Rowe Price Investment Services, Inc.

Broker-DealerFINRA MemberEst. 1980
Total AUM
Advisory reps
1,292
Avg account
$0

Firm details

Headquarters
Baltimore, Maryland
CRD number
8348
Registered since
August 25, 1980

Firm profile

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Overview

T. Rowe Price Investment Services, Inc. is organized as a corporation and has been registered with the SEC since 1980. The data identifies the firm's ownership as a mix of a domestic entity and an individual and lists its regulatory classification as unclassified. The record flags the firm as not acting as a capital allocator and indicates it is not an active ESG investor. It is also not listed as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset supplied does not include descriptions of the firm's advisory services, fee schedules, client segments, investment preferences, or manager allocation priorities. No information about corporate affiliations or business activities was provided in the source material.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 10
  • Rachael Brumund

    Rachael Brumund

    DCIOCRD 5141398

  • David Stafford

    David Stafford

    Managing Director, Chief Compliance OfficerCRD 6705156

  • Victoria Fung

    Victoria Fung

    Sr. DCIO Sales SpecialistCRD 5762523

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Contacts

3 of 1282
  • Peter Delibro

    Peter Delibro

    General ManagerCRD 2882229

  • John Escario

    Vice PresidentCRD 2307538

  • Caleb Graber

    AssociateCRD 7731232

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth