Lauren
Greenbaum

T. Rowe Price Advisory Services, Inc

CRD#7518966
Investment Advisor
in Owings Mills, MD

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About this Advisor

Lauren Greenbaum is a financial advisor operating out of Owings Mills, Maryland who has 1 year of industry experience. Greenbaum is currently employed by T. Rowe Price Advisory Services, Inc. During their career, the advisor has held roles at T. Rowe Price, M&T Bank, Loyola University Maryland, Bryn Mawr School For Girls and Boxwood Realty. Greenbaum maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland. T. Rowe Price Advisory Services, Inc is a registered investment business headquartered in Owings Mills, MD. The investment advisory business has a total of 47 people on staff. It controls $706 million in total assets among its 4,162 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. T. Rowe Price Advisory Services, Inc offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically depend on which services the firm provides the client. Fees billed by T. Rowe Price Advisory Services, Inc likely are comprised of any combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

Six Financial Center 4435 Painters Mill Road
Owings Mills, MD 21117

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T. Rowe Price Advisory Services, Inc Brokerage Details

Total Assets Under Management

$706,239,056

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

47

MD Average: 45
Total Number of Accounts

4,162

MD Average: 765
Average Account Size

$169,687

MD Average: $9,006,382

Investment Advisory Services

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

Lauren Greenbaum Work History

Lauren has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

T. Rowe Price

2020 - 2022 (2 years)

M&T Bank

2016 - 2020 (4 years)

Loyola University Maryland

2016 - 2016 (< 1 year)

Boxwood Realty

2010 - 2016 (6 years)

Bryn Mawr School For Girls

*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 Lauren Greenbaum 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

Alexander Vahsen
Owings Mills, MD
Roben Hoffman
Owings Mills, MD
Jose Diaz
Colorado Springs, CO
Christine Lewis
Owings Mills, MD
Matthew Bille
Owings Mills, MD
Billy Maxwell
Colorado Springs, CO
Michael Simon
Tarpon Springs, FL
Gustav Jakowitsch Iii
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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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.

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