Zain
Wasi

T. Rowe Price Advisory Services, Inc

CRD#7494665
Investment Advisor
in Owings Mills, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Zain Wasi is a financial advisor based out of Owings Mills, Maryland with 1 year of relevant experience. Wasi currently works for T. Rowe Price Advisory Services, Inc. The advisor has gained experience at T. Rowe Price, Matclinics, Baltimore City Health Department, Padonia Park Club, Pii, Franklin & Marshall College and Gilman School. Wasi maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland. T. Rowe Price Advisory Services, Inc is a company based out of Owings Mills, MD. The investment advisory business has a total of 47 advisors. It oversees $706 million in assets under management between its 4,162 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The advisory firm performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by T. Rowe Price Advisory Services, Inc may 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Zain Wasi Work History

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

2022 - Present (2 years)

T. Rowe Price

2021 - 2022 (1 year)

Matclinics

2018 - 2018 (< 1 year)

Baltimore City Health Department

2016 - 2021 (5 years)

Franklin & Marshall College

2015 - 2015 (< 1 year)

Pii

2013 - 2014 (1 year)

Padonia Park Club

2009 - 2016 (7 years)

Gilman 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 Zain Wasi 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
Britany Riley
Colorado Springs, CO
Jose Diaz
Colorado Springs, CO
Brian Beckwith
Baltimore, MD
Eric Armentrout
Owings Mills, MD
Steven Eyler
Owings Mills, MD
Christine Lewis
Owings Mills, MD
Michael Simon
Tarpon Springs, FL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started