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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
T Rowe Price 6 months, 3 weeks Jul 2019 - Present
M. S. Howells & Co. 2 months May 2018 - Jul 2018
Jemma Investment Advisors LLC dba Jemma Financial Services 2 years, 4 months Feb 2017 - Jun 2019
Jemma Investment Advisors LLC dba Jemma Financial ServicesBaltimore, MD 2 years, 4 months Feb 2017 - Jun 2019
Suntrust Advisory Services 5 months Sep 2016 - Feb 2017
Suntrust Investment Services, Inc 2 years, 9 months May 2014 - Feb 2017
M&T Securities, Inc. 11 years May 2003 - May 2014
Allfirst Bank 13 years, 11 months Jun 2000 - May 2014
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Emily Ann Herstein?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 5, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 4, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

T. Rowe Price Advisory Services, Inc.

Last updated on Dec. 15, 2019
    • $381.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $166.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Fixed Fees
  • Other
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