Ramsey
Sotir

T. Rowe Price Associates, Inc

CRD#6602103
Investment Advisor
in Owings Mills, MD

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About this Advisor

Ramsey Sotir is a financial advisor operating in Owings Mills, Maryland who has 1 year of relevant experience. Sotir currently works for T. Rowe Price Associates, Inc. Over the course of their career, Sotir has held roles at T. Rowe Price, Signpost, Keewaydin Camps and Christy Sports. Sotir has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in Maryland. T. Rowe Price Associates, Inc is a registered investment firm based out of Baltimore, MD. The firm has offices in six locations and a total of 3,722 financial advisors. It manages $2 trillion in total assets among its 3,783 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 79 charitable organizations. Of its 3,783 customer accounts, just 14% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm performs a diverse range 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 typically depend on the financial services provided. Fees charged by T. Rowe Price Associates, Inc likely include any blend 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

Ramsey Sotir Work History

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

2016 - Present (8 years)

T. Rowe Price

2014 - 2015 (1 year)

Signpost

2013 - 2014 (1 year)

Christy Sports

2010 - 2014 (4 years)

Keewaydin Camps

*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 Ramsey Sotir 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

Victor Pita
Potomac, MD
Jason Bruns
Owings Mills, MD
Kathryn Corcoran
Baltimore, MD
Christopher Arkfeld
Colorado Springs, CO
Wayne Ewan
Marietta, GA
Curtis Donald
Baltimore, MD
Avis Austin
Baltimore, MD
Monai Pearson
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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