T. Rowe Price Investment Services, Inc.

Broker-DealerFINRA MemberEst. 1980
Total AUM
Advisory reps
1,319
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 organized as a corporation and has been SEC-registered since 1980. The snapshot data classifies the entity as "Unclassified" and indicates domestic ownership with individual stakeholders. The record does not list specific business lines or advisory activities. The firm is not identified as a capital allocator, is not an active ESG investor, and is not listed as a pension consultant. It is also marked as not being a multi-state adviser, not newly formed, and not a related adviser 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
  • 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 1309
  • 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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth