Christopher
Casner

T. Rowe Price Associates, Inc

CRD#5084566
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Christopher Casner is a financial advisor based in Colorado Springs, Colorado, working with T. Rowe Price Associates, Inc. Christopher has previously held positions at Metlife Securities Inc, Aig/Sagepoint Financial, Coastal Equities, Inc, Jemma Financial Services D/B/A Foundry Wealth Advisors, LLC, Coastal Investment Advisors D/B/A Foundry Wealth Advisors, LLC, Ms Howells & Co, Lpl Financial, LLC, Sfg Wealth Management, LLC (formerly Synergy Financial Group, LLC), Renewal By Andersen, and T. Rowe Price. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Christopher is part of T. Rowe Price Associates, Inc, which operates out of Colorado Springs, Colorado. The firm has 6 offices and 3,814 employees. The firm manages assets totaling $1.8 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at T. Rowe Price Associates, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2220 Briargate Parkway
Colorado Springs, CO 80920

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T. Rowe Price Associates, Inc Brokerage Details

Total Assets Under Management

$1,752,267,028,988

CO Average: $6,889,882,315
Total Number of Employees

3,814

CO Average: 45
Total Number of Accounts

4,696

CO Average: 765
Average Account Size

$373,140,338

CO Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Christopher Casner Work History

2023 - Present (1 year)

T. Rowe Price

2021 - 2022 (1 year)

Renewal By Andersen

2017 - 2020 (3 years)

Lpl Financial, LLC

2017 - 2020 (3 years)

Sfg Wealth Management, LLC(Formerly:Synergy Financial Group,LLC)

2016 - 2016 (< 1 year)

Coastal Equities, Inc

2016 - 2017 (1 year)

Jemma Financial Services D/B/A Foundry Wealth Advisors, LLC

2016 - 2016 (< 1 year)

Coastal Investment Advisors D/B/A Foundry Wealth Advisors, LLC

2016 - 2017 (1 year)

Ms Howells & Co

2015 - 2016 (1 year)

Aig/Sagepoint Financial

2009 - 2014 (5 years)

Metlife Securities Inc

Disclosures

Please visit the SEC profile of Christopher Casner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at T. Rowe Price Associates, Inc

Michael Trujillo
Kirkland, WA
Nathan Pfeiffer
Colorado Springs, CO
Paige Davis
Baltimore, MD
Andrew Winn
Colorado Springs, CO
Martin Tischler
New York, NY
Megan Mullan
Owings Mills, MD
Monai Pearson
Owings Mills, MD
Noel Hainsselin
Westwood, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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