Robert
Robbins

T. Rowe Price Associates, Inc

CRD#2400380
Investment Advisor
in Matthews, NC

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About this Advisor

Robert Robbins is a financial advisor based in Matthews, North Carolina, working with T. Rowe Price Associates, Inc. Robert has previously held positions at Evertrend Global, LLC, Lpl Financial LLC, Franklin Templeton Distributors, Inc, Legg Mason & Co. LLC, T. Rowe Price, and Franklin Distributors, LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland and North Carolina. Currently, Robert is part of T. Rowe Price Associates, Inc, which operates out of Matthews, North Carolina. The firm has 6 offices and 3,814 employees. The firm manages assets totaling $1.8 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at T. Rowe Price Associates, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

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

Matthews, NC

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T. Rowe Price Associates, Inc Brokerage Details

Total Assets Under Management

$1,752,267,028,988

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

3,814

NC Average: 45
Total Number of Accounts

4,696

NC Average: 765
Average Account Size

$373,140,338

NC 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

Robert Robbins Work History

2023 - Present (1 year)

T. Rowe Price

2021 - 2023 (2 years)

Legg Mason & Co. LLC

2021 - 2023 (2 years)

Franklin Distributors, LLC

2016 - 2021 (5 years)

Franklin Templeton Distributors, Inc

2014 - 2016 (2 years)

Lpl Financial LLC

2011 - 2014 (3 years)

Evertrend Global, LLC

Disclosures

Please visit the SEC profile of Robert Robbins 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

John Shamet
Owings Mills, MD
Noel Doiron
Scottsdale, AZ
Jonathan Crooks
Monkton, MD
Jazmin Walle
Owings Mills, MD
Martin Tischler
New York, NY
Monai Pearson
Owings Mills, MD
Matthew Scarlata
Owings Mills, MD
Andrew Winn
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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