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 operating out of Owings Mills, Maryland with 1 year of industry experience. Pearson is on the advisory team at T. Rowe Price Associates, Inc. Over the course of their career, they have held roles 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. Pearson maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in Maryland. T. Rowe Price Associates, Inc is a business that has its headquarters in Baltimore, MD. It has offices in six locations and a total of 3,722 advisors. It handles $2 trillion in total assets across its 3,783 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 79 charities and foundations. Of its 3,783 client accounts, just 14% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business has a number of services, including 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. Fees charged by financial advisors are based on the services provided. However, fees 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*

1 year

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

Monai Pearson Work History

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

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

*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 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

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