Erica
Monroe

T. Rowe Price Advisory Services, Inc

CRD#7783194
Investment Advisor
in Owings Mills, MD

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About this Advisor

Erica Monroe is a financial advisor based in Owings Mills, Maryland, working with T. Rowe Price Advisory Services, Inc. Erica has previously held positions at T. Rowe Price, New Energy Equity, Bdo Usa Llp, University Of Maryland, Greenridge Baptist Church, Montgomery College, Genesis Engineering Solutions, Chick Fil A, and Covenant Life High School. Erica has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Erica is part of T. Rowe Price Advisory Services, Inc, which operates out of Owings Mills, Maryland. The firm has 2 offices and 58 employees. The firm manages assets totaling $2.6 billion. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at T. Rowe Price Advisory Services, Inc includes asset-based and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

Three Financial Center 4515 Painters Mill Road
Owings Mills, MD 21117

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T. Rowe Price Advisory Services, Inc Brokerage Details

Total Assets Under Management

$2,563,768,510

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

58

MD Average: 45
Total Number of Accounts

7,398

MD Average: 765
Average Account Size

$346,549

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Erica Monroe Work History

2023 - Present (1 year)

T. Rowe Price

2022 - 2023 (1 year)

New Energy Equity

2021 - 2022 (1 year)

Bdo Usa Llp

2020 - 2020 (< 1 year)

Bdo Usa Llp

2019 - 2019 (< 1 year)

Bdo Usa Llp

2018 - 2020 (2 years)

University Of Maryland

2018 - 2018 (< 1 year)

Greenridge Baptist Church

2017 - 2017 (< 1 year)

Genesis Engineering Solutions

2017 - 2017 (< 1 year)

Genesis Engineering Solutions

2016 - 2018 (2 years)

Montgomery College

2016 - 2016 (< 1 year)

Chick Fil A

2015 - 2016 (1 year)

Montgomery College

2012 - 2016 (4 years)

Covenant Life High School

Disclosures

Please visit the SEC profile of Erica Monroe 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

Austin Mccown
Colorado Springs, CO
John Mulligan
Owings Mills, MD
Tiffany Jones
Colorado Springs, CO
Desmond Higginbotham
Colorado Springs, CO
Jalisa Wright
Owings Mills, MD
David Wintterle
Colorado Springs, CO
Dylan Lockard
Colorado Springs, CO
Raena Sword
Colorado Springs, CO

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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