T. Rowe Price Advisory Services, Inc

Investment Advisor
in Ardmore, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Erich Luebkert is a certified financial planner working out of Ardmore, Pennsylvania with a total of 2 years of relevant experience. Luebkert currently works for T. Rowe Price Advisory Services, Inc. Over the course of their career, they have held roles at The Vanguard Group, Inc and T. Rowe Price. Luebkert holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland and Pennsylvania. T. Rowe Price Advisory Services, Inc is a registered investment business headquartered in Owings Mills, MD. The firm has a total of 47 people on staff. It manages $706 million in assets between its 4,162 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The advisory firm has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on the financial services provided. Fee types billed by T. Rowe Price Advisory Services, Inc may include asset-based and other fees.

Certifications and Registrations


Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

Ardmore, PA

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


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


PA Average: 45
Total Number of Accounts


PA Average: 765
Average Account Size


PA Average: $9,006,382

Investment Advisory Services

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

Erich Luebkert Work History

Erich has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

T. Rowe Price

2004 - 2021 (17 years)

The Vanguard Group, Inc

*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.


Please visit the SEC profile of Erich Luebkert 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

Britany Riley
Colorado Springs, CO
Hermann Shasha
Owings Mills, MD
Cesar Silva-Medina
Owings Mills, MD
Eric Armentrout
Owings Mills, MD
Alexander Vahsen
Owings Mills, MD
Robert Lydzinski
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

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