AW
AW

Andrew Wick

17 Years of Experience
Broker

Andrew Wick is a registered investment advisor at T. Rowe Price Associates, INC., based in Colorado Springs, CO, with 17 years of industry experience. Andrew 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

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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Other Business Activities

Andrew is a 50% owner in Creek Springs, LLC, Broncos Valley, LLC, and Seahawks Coast LLC, all passive real estate investments, dedicating minimal time to each. He is also a 5% owner/investor in Getwell Pointe Apartments LLC, spending no time per month.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
March 2019 - Present · 7 yrs 1 mo
T. Rowe Price Investment Services, INC.Broker
December 2017 - Present · 8 yrs 4 mos
T. Rowe Price Investment Services, INC.
December 2017 - Present · 8 yrs 4 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
October 2018 - March 2019 · 5 mos
UBS Financial Services INC.
December 2014 - December 2017 · 3 yrs
UBS Financial Services INC.Broker
September 2014 - December 2017 · 3 yrs 3 mos
Stillpoint Capital, LLCBroker
September 2012 - August 2014 · 1 yr 11 mos
T. Rowe Price Advisory Services, INC.
June 2008 - July 2012 · 4 yrs 1 mo
T. Rowe Price Investment Services, INC.Broker
April 2008 - July 2012 · 4 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.