Carlos
Gonzalez

T. Rowe Price Associates, Inc

CRD#5077316
Investment Advisor
in Arlington Heights, IL

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About this Advisor

Carlos Gonzalez is a financial advisor based in Arlington Heights, Illinois, working with T. Rowe Price Associates, Inc. Carlos has previously held positions at T Rowe Price and Advisors Asset Management, Inc. Carlos has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Maryland. Currently, Carlos is part of T. Rowe Price Associates, Inc, which operates out of Arlington Heights, Illinois. 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

Arlington Heights, IL

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T. Rowe Price Associates, Inc Brokerage Details

Total Assets Under Management

$1,752,267,028,988

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

3,814

IL Average: 45
Total Number of Accounts

4,696

IL Average: 765
Average Account Size

$373,140,338

IL 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

Carlos Gonzalez Work History

2021 - Present (3 years)

T Rowe Price

2009 - 2021 (12 years)

Advisors Asset Management, Inc

Disclosures

Please visit the SEC profile of Carlos Gonzalez 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

Matthew Jones
Laguna Hills, CA
Matthew Gawlowski
Colorado Springs, CO
Paige Davis
Baltimore, MD
Christopher Burton
Owings Mills, MD
Martin Tischler
New York, NY
Matthew Scarlata
Owings Mills, MD
Matthew Phillips
Colorado Springs, CO
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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