AP
AP

Anthony Polichemi

12 Years of Experience
Broker

Anthony Polichemi is a registered investment advisor at T. Rowe Price Associates, INC., based in Mount Pleasant, SC, with 12 years of industry experience. Anthony 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

Mount Pleasant, SC

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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 · 7 yrs 1 mo
T. Rowe Price Investment Services, INC.
May 2013 - Present · 12 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
May 2013 - Present · 12 yrs 11 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
September 2018 - March 2019 · 6 mos
T. Rowe Price Advisory Services, INC.
March 2014 - August 2014 · 5 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.
Anthony Polichemi - Financial Advisor | TrueAdvisor