AC
CFA
AC
CFA

Adam Cohen

22 Years of Experience
Broker

Adam Cohen is a CFA-designated registered investment advisor at T. Rowe Price Associates, INC., based in Baltimore, MD, with 22 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1307 Point Street, Baltimore, MD, 21231

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
T. Rowe Price Associates, INC.
February 2019 - Present · 7 yrs 2 mos
T. Rowe Price Investment Services, INC.
May 2016 - Present · 9 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
May 2016 - Present · 9 yrs 11 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
February 2018 - February 2019 · 1 yr
LPL Financial LLCBroker
January 2015 - December 2015 · 11 mos
Fortigent, LLC
January 2014 - December 2015 · 1 yr 11 mos
Wilson Bennett Capital Management INC
March 2012 - December 2012 · 9 mos
Fortigent, LLC
September 2009 - March 2012 · 2 yrs 6 mos
Atlantic Trust Private Wealth Management
June 2001 - February 2009 · 7 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Adam Cohen - Financial Advisor | TrueAdvisor