AC
AC

Adrianna Caulder

17 Years of Experience
Broker

Adrianna Caulder is a registered investment advisor at T. Rowe Price Associates, INC., based in Baltimore, MD, with 17 years of industry experience. Adrianna 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.

Loading...

Location

1307 Point Street, Baltimore, MD, 21231

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
T. Rowe Price Associates, INC.
February 2019 - Present · 7 yrs 2 mos
T. Rowe Price Investment Services, INC.
October 2016 - Present · 9 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
October 2016 - Present · 9 yrs 6 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
June 2018 - February 2019 · 8 mos
Profunds Distributors, INC.Broker
May 2010 - May 2015 · 5 yrs
UBS Financial Services INC.Broker
December 2006 - July 2008 · 1 yr 7 mos
M Holdings Securities, INC.Broker
December 2004 - July 2006 · 1 yr 7 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.