Thomas
Kelly
T. Rowe Price Advisory Services, Inc
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About this Advisor
Thomas Kelly is a financial advisor who works in Odessa, Florida who has 20 years of relevant experience. Kelly is on the advisory team at T. Rowe Price Advisory Services, Inc. They have spent the entirety of their employment at T. Rowe Price Advisory Services, Inc. Kelly has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Maryland. T. Rowe Price Advisory Services, Inc is a financial advisory business that has its headquarters in Owings Mills, MD. The firm has a total of 47 financial advisors. It manages $706 million in assets across its 4,162 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The business has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically vary depending on which service is provided. However, fees billed by T. Rowe Price Advisory Services, Inc can be comprised of some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Thomas Kelly Work History
Thomas has been registered as a financial advisor for 20 years.*
T. Rowe Price
*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 Thomas Kelly 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
Colorado Springs, CO
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
Colorado Springs, CO
Colorado Springs, CO
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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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.
