Sam
Rice

T. Rowe Price Advisory Services, Inc

CRD#6964816
Investment Advisor
in Owings Mills, MD

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About this Advisor

Sam Rice is a financial advisor operating in Owings Mills, Maryland with 1 year of industry experience. Rice is an employee of T. Rowe Price Advisory Services, Inc. During their career, the advisor has held roles at T. Rowe Price, Waverly Golf Club, Wagener Lee LLC, Tino'S Italian Bistro, Tersiguels French Country Restauraunt, Vocelli Pizza, Howard County Economic Development Authority, Towson University, Mount Hebron High School and Patapsco Middle School. Rice maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Maryland. T. Rowe Price Advisory Services, Inc is a financial advisory company that has its headquarters in Owings Mills, MD. The investment advisory business has a total of 47 advisors. It manages $706 million in assets under management across its 4,162 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. T. Rowe Price Advisory Services, Inc provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically depend on which services the firm provides the client. Fees charged by T. Rowe Price Advisory Services, Inc can include asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

Six Financial Center 4435 Painters Mill Road
Owings Mills, MD 21117

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T. Rowe Price Advisory Services, Inc Brokerage Details

Total Assets Under Management

$706,239,056

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

47

MD Average: 45
Total Number of Accounts

4,162

MD Average: 765
Average Account Size

$169,687

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Sam Rice Work History

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

2022 - Present (2 years)

T. Rowe Price

2021 - 2021 (< 1 year)

Waverly Golf Club

2018 - 2020 (2 years)

Wagener Lee LLC

2017 - 2018 (1 year)

Tino'S Italian Bistro

2017 - 2017 (< 1 year)

Tersiguels French Country Restauraunt

2017 - 2022 (5 years)

Towson University

2016 - 2017 (1 year)

Howard County Economic Development Authority

2014 - 2017 (3 years)

Vocelli Pizza

2013 - 2017 (4 years)

Mount Hebron High School

2010 - 2013 (3 years)

Patapsco Middle School

*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 Sam Rice 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 Advisory Services, Inc

Alexander Vahsen
Owings Mills, MD
Roben Hoffman
Owings Mills, MD
Jose Diaz
Colorado Springs, CO
Christine Lewis
Owings Mills, MD
Matthew Bille
Owings Mills, MD
Billy Maxwell
Colorado Springs, CO
Michael Simon
Tarpon Springs, FL
Gustav Jakowitsch Iii
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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