Sean
Lynch

T. Rowe Price Associates, Inc

CRD#4740911
Investment Advisor
in The Woodlands, TX

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About this Advisor

Sean Lynch is a financial advisor who works in The Woodlands, Texas who has 5 years of industry experience. Lynch is on the advisory team at T. Rowe Price Associates, Inc. Over the course of their career, Lynch has held roles at Montage Investments, LLC, Montage Securities, LLC and T. Rowe Price. Lynch holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Maryland and Texas. T. Rowe Price Associates, Inc is an advisory company that has its headquarters in Baltimore, MD. The investment advisory business has offices in six locations and a total of 3,722 financial advisors. It controls $2 trillion in assets under management across its 3,783 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 79 charitable organizations. Of its 3,783 accounts, just 14% belong to high-net-worth individuals who have more than $1 million in assets available to invest. T. Rowe Price Associates, Inc provides 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. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by T. Rowe Price Associates, Inc likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

The Woodlands, 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

Sean Lynch Work History

Sean has been registered as a financial advisor for 5 years.*

2014 - Present (10 years)

T. Rowe Price

2011 - 2013 (2 years)

Montage Investments, LLC

2011 - 2013 (2 years)

Montage Securities, LLC

*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 Sean Lynch 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

Kathryn Corcoran
Baltimore, MD
Curtis Donald
Baltimore, MD
Avis Austin
Baltimore, MD
Victor Pita
Potomac, MD
Christopher Arkfeld
Colorado Springs, CO
Monai Pearson
Owings Mills, MD
Wayne Ewan
Marietta, GA
Laura Curran
San Francisco, CA

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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