Kathryn
Corcoran

T. Rowe Price Associates, Inc

CRD#7331406
Investment Advisor
in Baltimore, MD

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About this Advisor

Kathryn Corcoran is a financial advisor operating in Baltimore, Maryland with 2 years of relevant experience. Corcoran currently works for T. Rowe Price Associates, Inc. During their career, the advisor has held roles at T. Rowe Price, Town & Country Bank And Trust Co. (Dba First Bankers Trust), N/A, University Of California Los Angeles, E & J Gallo Winery and Affiliated Managers Group. Corcoran maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland. T. Rowe Price Associates, Inc is an advisory business that has its headquarters in Baltimore, MD. The company has offices in six locations and a total of 3,722 employees. It has $2 trillion in assets under management between its 3,783 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 79 charities and foundations. Of its 3,783 client accounts, just 14% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a wide assortment of services, including 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. Financial advisory fee schedules typically are based on which service is offered. Fees billed by T. Rowe Price Associates, Inc most likely include some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

100 E Pratt St
Baltimore, MD 21202

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T. Rowe Price Associates, Inc Brokerage Details

Total Assets Under Management

$1,506,538,334,571

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

3,722

MD Average: 45
Total Number of Accounts

3,783

MD Average: 765
Average Account Size

$398,239,052

MD 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

Kathryn Corcoran Work History

Kathryn has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

T. Rowe Price

2018 - 2021 (3 years)

Town & Country Bank And Trust Co. (Dba First Bankers Trust)

2018 - 2018 (< 1 year)

N/A

2017 - 2017 (< 1 year)

E & J Gallo Winery

2016 - 2018 (2 years)

University Of California Los Angeles

2016 - 2016 (< 1 year)

N/A

2013 - 2016 (3 years)

Affiliated Managers Group

*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 Kathryn Corcoran 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

Laura Curran
San Francisco, CA
Jason Bruns
Owings Mills, MD
Kathryn Corcoran
Baltimore, MD
Monai Pearson
Owings Mills, MD
Curtis Donald
Baltimore, MD
Victor Pita
Potomac, MD
Christopher Arkfeld
Colorado Springs, CO
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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