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FIRM PROFILE
Overview
T. ROWE PRICE INVESTMENT SERVICES, INC. is located at 1307 Point Street, Baltimore, MD 21231 and was first established at Philadelphia, Maryland in 06/10/1980. After operating for 46 years, T. ROWE PRICE INVESTMENT SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of T. ROWE PRICE INVESTMENT SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. T. ROWE PRICE INVESTMENT SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at T. ROWE PRICE INVESTMENT SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 4 disclosures, 1 being regulatory events, 0 being client events, and 3 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access T. ROWE PRICE INVESTMENT SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at T. ROWE PRICE INVESTMENT SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for T. ROWE PRICE INVESTMENT SERVICES, INC. Comes From
Understanding the Statistics for T. ROWE PRICE INVESTMENT SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1307 Point Street, Baltimore, MD 21231
1307 Point Street, Baltimore, MD 21231
Large
(410) 345-2000
Maryland since 06/10/1980
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | SHAREHOLDER | ||
| BROWN, ANNE WHITESCARVER | VICE PRESIDENT/DIRECTOR | 2396529 | |
| COYNE, TIMOTHY JOHN | DIRECTOR | 2096849 | |
| HERR, DAVID J | VICE PRESIDENT/DIRECTOR | 7659903 | |
| KORENMAN, PHILLIP | PRESIDENT/DIRECTOR/CHAIRMAN OF THE BOARD | 4531831 | |
| MUMFORD, STEPHANIE PETERS | VICE PRESIDENT/CCO | 2725261 | |
| NEWMAN, CHRISTOPHER CUDDY | VICE PRESIDENT/DIRECTOR | 2037516 | |
| NYCE, BRITTON | VICE PRESIDENT/CONTROLLER | 7313600 |
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Advisor's working at T. ROWE PRICE INVESTMENT SERVICES, INC.
Teri Elissa Forney
Michael D Oye-adeniran
Connor K Martin
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