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AC
CFA
AC
CFA

Adam Ira Cohen

T. Rowe Price Associates, INC.
22 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
T. Rowe Price Associates, INC.
Compensation
Fee-Only (AUM)
Firm Size
215 advisors
Number of Clients
5,921 clients
Average Client Portfolio
$326.7M average
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

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
T. Rowe Price Investment Services, INC.
May 2016 - Present · 9 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
May 2016 - Present · 9 yrs 9 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
Exams
No exam information available for this advisor.
Adam Ira Cohen - Financial Advisor | TrueAdvisor