David
Chatterton

T. Rowe Price Associates, Inc

CRD#5535634
Investment Advisor
in Colorado Springs, CO

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About this Advisor

David Chatterton is a financial advisor who works out of Colorado Springs, Colorado with 6 years of industry experience. Chatterton works at T. Rowe Price Associates, Inc. Chatterton has gained experience at Thrivent Investment Management Inc, Mml Investor Services, LLC, Massmutual Financial Group, Thrivent Financial, T Rowe Price and Thrivent Financial For Lutherans. Chatterton maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Colorado. T. Rowe Price Associates, Inc is a registered investment business headquartered in Baltimore, MD. It has offices in six locations and a total of 3,722 employees. It has $2 trillion in total assets across its 3,783 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 79 charitable organizations. Of its 3,783 customer accounts, just 14% are held by high-net-worth clients who have more than $1 million in investable assets. T. Rowe Price Associates, Inc provides a wide set of services, such as 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. Fees for financial advisory services usually depend on the type of services offered. Fees charged by T. Rowe Price Associates, Inc can consist of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

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

$1,506,538,334,571

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

3,722

CO Average: 45
Total Number of Accounts

3,783

CO Average: 765
Average Account Size

$398,239,052

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

David Chatterton Work History

David has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

T Rowe Price

2015 - Present (9 years)

Thrivent Investment Management Inc

2015 - Present (9 years)

Thrivent Financial

2015 - 2015 (< 1 year)

Mml Investor Services, LLC

2015 - 2015 (< 1 year)

Massmutual Financial Group

2008 - 2015 (7 years)

Thrivent Investment Management Inc

2008 - 2015 (7 years)

Thrivent Financial For Lutherans

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Chatterton 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

Tejasvini Rao
Owings Mills, MD
Christopher Arkfeld
Colorado Springs, CO
Kathryn Corcoran
Baltimore, MD
Monai Pearson
Owings Mills, MD
Wayne Ewan
Marietta, GA
Curtis Donald
Baltimore, MD
Laura Curran
San Francisco, CA
Avis Austin
Baltimore, MD

The content in this profile was updated by SmartAsset on 4/16/2023. 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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