T. Rowe Price Investment Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1,336
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 in the dataset as a corporate entity owned by domestic interests and individuals. The entry is categorized as "Unclassified" and is not identified as a capital allocator. The snapshot flags indicate it does not position itself as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. The dataset does not provide descriptive material about business lines, client segments, fee models, or advisory activities for this legal entity, so its operating role within the broader T. Rowe Price family (if any) is not described here.

Assets & Accounts

Investments & Alternatives

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
  • Emily Neubauer

    Emily Neubauer

    Service CoordinatorCRD 6332978

  • David Stafford

    David Stafford

    Managing Director, Chief Compliance OfficerCRD 6705156

  • Kristopher King

    Kristopher King

    Retirement Plan CoordinatorCRD 5946731

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Contacts

3 of 1326
  • David Weeks

    David Weeks

    AVPCRD 5667975

  • Adam Byard

    Adam Byard

    Sales DirectorCRD 5688186

  • Christopher Aceto

    Christopher Aceto

    Portfolio ManagerCRD 5690805

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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