Mary Helen Donovan
Professional summary
Mary Helen Donovan, CIMA®, who also goes by Mary Helen Donovan, Mary Helen Helen Donovan, is a registered financial advisor currently at T. ROWE PRICE ASSOCIATES, INC. located in San Francisco, California and T. ROWE PRICE INVESTMENT SERVICES, INC. located in San Francisco, California.
Mary Helen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Mary Helen has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24, Series 10, Series 9, Series 30, Series 23 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Helen Donovan's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 7, 2021 - Present
T. ROWE PRICE ASSOCIATES, INC.
Office #1: 333 Bush Street 31st Floor, San Francisco, CA 94104October 7, 2021 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: 333 Bush Street Suite 2550, San Francisco, CA 94104September 24, 2015 - August 16, 2021
BLACKROCK INVESTMENT MANAGEMENT, LLC
September 24, 2015 - August 16, 2021
BLACKROCK INVESTMENTS, LLC
April 10, 2006 - September 4, 2015
CHARLES SCHWAB & CO., INC.
July 30, 1997 - September 4, 2015
CHARLES SCHWAB & CO., INC.
October 7, 1994 - August 11, 1997
FIRST UNION CAPITAL MARKETS CORP.
Primary Firm SEC Registration
T. ROWE PRICE ASSOCIATES, INC.
CRD#: 105496 / SEC#: 801-856
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 8
Date: 9/28/1998
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
T. ROWE PRICE ASSOCIATES, INC.
CRD#: 105496 / SEC#: 801-856
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,924 |
| AUM (Assets Under Management) | $ 1,934,233,243,730 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
