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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 4 years, 5 months Aug 2015 - Present
Edward Jones 4 years, 8 months Dec 2010 - Aug 2015
J.J.B. Hilliard, W.L. Lyons, Inc 5 years, 3 months Sep 2005 - Dec 2010
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John Edward Shetterly?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 28, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 27, 2016
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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