T. Rowe Price Investment Services, Inc.

Broker-DealerFINRA MemberEst. 1980
Total AUM
Advisory reps
1,304
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 recorded as a corporate SEC-registered advisory entity (registered in 1980). The available registry snapshot identifies the owner type as domestic entity/individual and classifies the firm as unclassified within the dataset. The firm is not flagged as a capital allocator, is not listed as an active ESG investor, and the snapshot indicates it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm did not supply information about its specific advisory offerings, client segments, fee model, or other business activities in the provided 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 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

Unlock 7 more executives

Contacts

3 of 1294
  • Peter Delibro

    Peter Delibro

    General ManagerCRD 2882229

  • John Escario

    Vice PresidentCRD 2307538

  • Caleb Graber

    AssociateCRD 7731232

Unlock 1291 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth