Monai
Pearson

T. Rowe Price Associates, Inc

CRD#7273453
Investment Advisor
in Owings Mills, MD

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About this Advisor

Monai Pearson is a financial advisor based in Owings Mills, Maryland, working with T. Rowe Price Associates, Inc. Monai has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, T. Rowe Price Investment Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Corp, Best Buy, Home Depot, Merrill Lynch, Monai Pearson, and T Rowe Price. Monai has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Monai 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 63, 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

Monai Pearson Work History

2022 - Present (2 years)

T Rowe Price

2021 - 2022 (1 year)

Jpmorgan Chase Bank, N.A

2021 - 2022 (1 year)

J.P. Morgan Securities LLC

2021 - 2021 (< 1 year)

T. Rowe Price Investment Services, Inc

2020 - 2020 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2022 (4 years)

Monai Pearson

2015 - 2020 (5 years)

Bank Of America Corp

2015 - 2020 (5 years)

Merrill Lynch

2014 - 2015 (1 year)

Best Buy

2014 - 2014 (< 1 year)

Home Depot

Disclosures

Please visit the SEC profile of Monai Pearson 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

Amos Wheatley
Owings Mills, MD
John Escario
Baltimore, MD
Lance Oman
Berkeley, CA
Monai Pearson
Owings Mills, MD
Martin Tischler
New York, NY
Thomas Neubauer
Owings Mills, MD
Jazmin Walle
Owings Mills, MD
Sean Lynch
The Woodlands, TX

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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