Kelly
Mclaughlin

T. Rowe Price Associates, Inc

CRD#6120618
Investment Advisor
in Kirkland, WA

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About this Advisor

Kelly Mclaughlin is a financial advisor based in Kirkland, Washington, working with T. Rowe Price Associates, Inc. Kelly has previously held positions at American Century Investments Services, Inc, Janus Distributors LLC, Janus Management Holdings Corp, Janus Henderson Investors Us LLC, Unemployed- Lay Off, T Rowe Price Investment Services, and Janus Henderson Distributors Us LLC. Kelly has passed the Series 63 regulatory exam and is registered to provide services in Colorado, Maryland, and Washington. Currently, Kelly is part of T. Rowe Price Associates, Inc, which operates out of Kirkland, Washington. 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, CERTIFIED FINANCIAL PLANNER™

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

Kirkland, WA

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T. Rowe Price Associates, Inc Brokerage Details

Total Assets Under Management

$1,752,267,028,988

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

3,814

WA Average: 45
Total Number of Accounts

4,696

WA Average: 765
Average Account Size

$373,140,338

WA 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

Kelly Mclaughlin Work History

2023 - Present (1 year)

T Rowe Price Investment Services

2022 - 2023 (1 year)

Unemployed- Lay Off

2022 - 2022 (< 1 year)

Janus Henderson Distributors Us LLC

2021 - 2022 (1 year)

Janus Henderson Investors Us LLC

2016 - 2022 (6 years)

Janus Distributors LLC

2016 - 2021 (5 years)

Janus Management Holdings Corp

2012 - 2016 (4 years)

American Century Investments Services, Inc

Disclosures

Please visit the SEC profile of Kelly Mclaughlin 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

Seth Mitchell
Owings Mills, MD
Matthew Boren
Wilmette, IL
Madelyn Obrien
Owings Mills, MD
Monai Pearson
Owings Mills, MD
Martin Tischler
New York, NY
Noel Doiron
Scottsdale, AZ
Jazmin Walle
Owings Mills, MD
John Shamet
Owings Mills, MD

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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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.

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