Michael
Simon
T. Rowe Price Advisory Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Simon is a financial advisor working in Tarpon Springs, Florida, with 1 year of industry experience. Simon is an advisor for T. Rowe Price Advisory Services, Inc. Over the course of their career, Simon has held roles at T. Rowe Price, Prosperity Bank, Morgan Stanley, Morgan Stanley Private Bank, N.A, Raymond James Financial Services, Inc, Raymond James Financial Service Advisors, Inc and T Rowe Price. Simon holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and Maryland. T. Rowe Price Advisory Services, Inc is a financial advisory business operating out of Owings Mills, MD. The investment advisory business has a total of 47 employees. It has $706 million in total assets between its 4,162 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. T. Rowe Price Advisory Services, Inc performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by T. Rowe Price Advisory Services, Inc can include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
T. Rowe Price Advisory Services, Inc Brokerage Details
$706,239,056
47
4,162
$169,687
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Simon Work History
Michael has been registered as a financial advisor for 1 years.*
T Rowe Price
Raymond James Financial Services, Inc
Raymond James Financial Service Advisors, Inc
Morgan Stanley
Morgan Stanley Private Bank, N.A
T. Rowe Price
Prosperity Bank
*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 Michael Simon 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 Advisory Services, Inc
Colorado Springs, CO
Owings Mills, MD
Owings Mills, MD
Colorado Springs, CO
Owings Mills, MD
Colorado Springs, CO
Colorado Springs, CO
Owings Mills, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
