Mckenzie J. Lannon
Professional summary
Mckenzie J Lannon, who also goes by Mckenzie Josephine Lannon, Mitch Lannon, Mitchell Joseph Lannon, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Owings Mills, Maryland.
Mckenzie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Mckenzie has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mckenzie J Lannon's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 11, 2026 - Present
T. ROWE PRICE ADVISORY SERVICES, INC.
Office #1: 4525 Painters Mill Road Four Financial Center, Owings Mills, MD 21117April 8, 2019 - April 30, 2026
UNITED CAPITAL FINANCIAL ADVISORS
Primary Firm SEC Registration
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/11/2026)
Current Firm
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,014 |
| AUM (Assets Under Management) | $ 3,861,357,894 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 |
Red Flags
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