TrueAdvisor
TrueAdvisor
AW
AW

Andrew Michael Winn

T. Rowe Price Associates, INC.
17 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

Financial Center Two, 2220 Briargate Parkway, Colorado Springs, CO, 80920

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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.
March 2019 - Present · 6 yrs 11 mos
T. Rowe Price Investment Services, INC.
July 2014 - Present · 11 yrs 7 mos
T. Rowe Price Investment Services, INC.Broker
July 2014 - Present · 11 yrs 7 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
July 2014 - March 2019 · 4 yrs 8 mos
Curian Capital, LLC
July 2013 - June 2014 · 11 mos
Curian Clearing, LLCBroker
January 2010 - June 2014 · 4 yrs 5 mos
Jackson National Life Distributors LLCBroker
December 2007 - December 2009 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.