Steven
Phillips

T. Rowe Price Advisory Services, Inc

CRD#7308699
Investment Advisor
in Owings Mills, MD

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About this Advisor

Steven Phillips is a financial advisor working in Owings Mills, Maryland. Phillips currently works for T. Rowe Price Advisory Services, Inc. Throughout their career, they have worked at Lincoln Financial Advisors, Rivet Campus Media, University Of Maryland, College Park, Towson High School, Maryland Media Inc and T. Rowe Price. Phillips has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland. T. Rowe Price Advisory Services, Inc is a financial advisory company that has its headquarters in Owings Mills, MD. The firm has a total of 47 people on staff. It has $706 million in assets under management across its 4,162 accounts, making it one of the bigger investment advisory firms in the country by assets under management. T. Rowe Price Advisory Services, Inc has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually vary depending on which services the firm provides the client. Fees billed by T. Rowe Price Advisory Services, Inc can consist of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

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

Steven Phillips Work History

Steven has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

T. Rowe Price

2020 - 2023 (3 years)

Lincoln Financial Advisors

2019 - 2020 (1 year)

Rivet Campus Media

2018 - 2019 (1 year)

Maryland Media Inc

2016 - 2020 (4 years)

University Of Maryland, College Park

2012 - 2016 (4 years)

Towson High 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 Steven Phillips 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

Cesar Silva-Medina
Owings Mills, MD
Jessie Taylor
Minneapolis, MN
Jose Diaz
Colorado Springs, CO
Brian Beckwith
Baltimore, MD
Matthew Bille
Owings Mills, MD
Billy Maxwell
Colorado Springs, CO
Shane Bernard
Owings Mills, MD
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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