Megan
Mullan

T. Rowe Price Associates, Inc

CRD#6347129
Investment Advisor
in Owings Mills, MD

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About this Advisor

Megan Mullan is a financial advisor based in Owings Mills, Maryland, working with T. Rowe Price Associates, Inc. Megan has previously held positions at Ing Financial Partners, Inc, Mcadam LLC, Mcadam Financial Group, Purshe Kaplan Sterling Investments, T. Rowe Price, Harbor Investment Advisory, LLC, and T. Rowe Price. Megan has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Megan is part of T. Rowe Price Associates, Inc, which operates out of Owings Mills, Maryland. The firm has 6 offices and 3,814 employees. The firm manages assets totaling $1.8 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at T. Rowe Price Associates, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

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

$1,752,267,028,988

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

3,814

MD Average: 45
Total Number of Accounts

4,696

MD Average: 765
Average Account Size

$373,140,338

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

Megan Mullan Work History

2019 - Present (5 years)

T Rowe Price

2017 - 2019 (2 years)

Harbor Investment Advisory, LLC

2015 - 2015 (< 1 year)

Purshe Kaplan Sterling Investments

2015 - 2017 (2 years)

T.Rowe Price

2014 - 2014 (< 1 year)

Ing Financial Partners, Inc

2014 - 2015 (1 year)

Mcadam LLC

2014 - 2014 (< 1 year)

Mcadam Financial Group

Disclosures

Please visit the SEC profile of Megan Mullan 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

Sean Lynch
The Woodlands, TX
Matthew Phillips
Colorado Springs, CO
Matthew Boren
Wilmette, IL
Jonathan Crooks
Monkton, MD
Martin Tischler
New York, NY
John Shamet
Owings Mills, MD
Matthew Scarlata
Owings Mills, MD
Benjamin Rubin
Owings Mills, MD

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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