T. ROWE PRICE INVESTMENT SERVICES, INC.

Broker-DealerFINRA MemberEst. 1980
Total AUM
Advisory reps
1,267
Avg account
$0

Firm details

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

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 classifies ownership as a combination of a domestic entity and individual ownership and does not assign the firm to a standard advisory classification. The record flags the firm as not serving as a capital allocator and indicates it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX does not include descriptions of the firm's advisory activities, business lines, or client segments, so public-facing investment positioning and service offerings are not available in this dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • RACHAEL BRUMUND

    DCIOCRD 5141398

  • David Stafford

    Managing Director, Chief Compliance OfficerCRD 6705156

  • Victoria Fung

    Sr. DCIO Sales SpecialistCRD 5762523

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Contacts

3 of 1259
  • PETER DELIBRO

    General ManagerCRD 2882229

  • JOHN ESCARIO

    Vice PresidentCRD 2307538

  • Caleb Graber

    AssociateCRD 7731232

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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