Brandon
Cuellar

T. Rowe Price Associates, Inc

CRD#4943777
Investment Advisor
in Austin, TX

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About this Advisor

Brandon Cuellar is a financial advisor working out of Austin, Texas with 4 years of relevant experience. Cuellar is an advisor for T. Rowe Price Associates, Inc. During their career, Cuellar has held roles at Fidelity Investments Institutional Services and T. Rowe Price. Cuellar has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland and Texas. T. Rowe Price Associates, Inc is an advisory business that has its headquarters in Baltimore, MD. The firm has offices in six locations and a total of 3,722 people on staff. It controls $2 trillion in total assets between its 3,783 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 79 charitable organizations. Of its 3,783 client accounts, just 14% are associated with high-net-worth investors who have at least $1 million in investable assets. T. Rowe Price Associates, Inc has a number of services, such as 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. Financial advisory fee schedules usually vary depending on the type of financial services provided. Fee types charged by T. Rowe Price Associates, Inc most likely include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

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

Austin, TX

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T. Rowe Price Associates, Inc Brokerage Details

Total Assets Under Management

$1,506,538,334,571

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

3,722

TX Average: 45
Total Number of Accounts

3,783

TX Average: 765
Average Account Size

$398,239,052

TX 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

Brandon Cuellar Work History

Brandon has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

T. Rowe Price

2010 - 2017 (7 years)

Fidelity Investments Institutional Services

*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 Brandon Cuellar 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

Curtis Donald
Baltimore, MD
Wayne Ewan
Marietta, GA
Laura Curran
San Francisco, CA
Tejasvini Rao
Owings Mills, MD
Avis Austin
Baltimore, MD
Kathryn Corcoran
Baltimore, MD
Monai Pearson
Owings Mills, MD
Jason Bruns
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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