Kira
Pancotti

T. Rowe Price Associates, Inc

CRD#6088127
Investment Advisor
in Owings Mills, MD

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About this Advisor

Kira Pancotti is a financial advisor based out of Owings Mills, Maryland, with 3 years of industry experience. Pancotti is an advisor for T. Rowe Price Associates, Inc. Throughout their career, Pancotti has worked at T. Rowe Price, 1966 Entertainment Americas, Morgan Stanley and T Rowe Price. Pancotti holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to work in Maryland. T. Rowe Price Associates, Inc is an advisory firm based in Baltimore, MD. The firm has offices in six locations and a total of 3,722 employees. It manages $2 trillion in assets under management among its 3,783 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 79 charitable organizations. Of its 3,783 accounts, just 14% belong to high-net-worth clients who have more than $1 million in assets. T. Rowe Price Associates, Inc offers a number of services, such as 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 management fee schedules are based on the financial services provided. Fee types billed by T. Rowe Price Associates, Inc most likely consist of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

Four Financial Center 4525 Painters Mill Road
Owings Mills, MD 21117

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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

Kira Pancotti Work History

Kira has been registered as a financial advisor for 3 years.*

2016 - Present (8 years)

T Rowe Price

2014 - 2016 (2 years)

Morgan Stanley

2013 - 2014 (1 year)

1966 Entertainment Americas

2012 - 2013 (1 year)

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 Kira Pancotti 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

Kathryn Corcoran
Baltimore, MD
Christopher Arkfeld
Colorado Springs, CO
Jason Bruns
Owings Mills, MD
Victor Pita
Potomac, MD
Curtis Donald
Baltimore, MD
Wayne Ewan
Marietta, GA
Monai Pearson
Owings Mills, MD
Tejasvini Rao
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.

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