Katherine
Shaffer
T. Rowe Price Associates, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Katherine Shaffer is a financial advisor who works in St. Louis, Missouri who has 3 years of relevant experience. Shaffer works at T. Rowe Price Associates, Inc. The advisor has gained experience at University Of Cincinnati, Department Of Psychiatry, Notre Dame Preparatory School, Unemployed- Student, Hampton Pool and T. Rowe Price. Shaffer has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to work in Maryland, Missouri and Washington. T. Rowe Price Associates, Inc is a registered investment company based out of Baltimore, MD. The company has offices in six locations and a total of 3,722 financial advisors. It controls $2 trillion in assets under management among its 3,783 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 79 charitable organizations. Of its 3,783 accounts, just 14% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm performs 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 for financial management typically depend on which service is provided. Fee types charged by T. Rowe Price Associates, Inc can include some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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 Associates, Inc Brokerage Details
$1,506,538,334,571
3,722
3,783
$398,239,052
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
Katherine Shaffer Work History
Katherine has been registered as a financial advisor for 3 years.*
T. Rowe Price
Unemployed- Student
University Of Cincinnati, Department Of Psychiatry
Unemployed- Student
Hampton Pool
Notre Dame Preparatory 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 Katherine Shaffer 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
Owings Mills, MD
Marietta, GA
Owings Mills, MD
Potomac, MD
Baltimore, MD
Owings Mills, MD
Colorado Springs, CO
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.
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.
