Mark
Whiskeyman

T. Rowe Price Associates, Inc

CRD#3254403
Investment Advisor
in Bel Air, MD

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About this Advisor

Mark Whiskeyman is a chartered financial analyst operating out of Bel Air, Maryland with 6 years of relevant experience. Whiskeyman works at T. Rowe Price Associates, Inc. They have been with T. Rowe Price Associates, Inc for all of their career. Whiskeyman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. T. Rowe Price Associates, Inc is a registered investment company based out of Baltimore, MD. It has offices in six locations and a total of 3,722 people on staff. It controls $2 trillion in total assets among its 3,783 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 79 charitable organizations. Of its 3,783 accounts, just 14% belong to high-net-worth clients who have greater than $1 million in assets available to invest. T. Rowe Price Associates, Inc has a broad set 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 advisory fees depend on which services the firm provides the client. Fee types charged by T. Rowe Price Associates, Inc likely consist of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

6 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

Bel Air, MD

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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

Mark Whiskeyman Work History

Mark has been registered as a financial advisor for 6 years.*

2011 - Present (13 years)

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 Mark Whiskeyman 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

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

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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