AW
AW

Amos Wheatley

4 Years of Experience
Broker

Amos Wheatley is a registered investment advisor at T. Rowe Price Associates, INC., based in Baltimore, MD, with 4 years of industry experience. Amos 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

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.
October 2022 - Present · 3 yrs 6 mos
T. Rowe Price Investment Services, INC.
July 2022 - Present · 3 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
July 2022 - Present · 3 yrs 9 mos
Previous Registrations
Alliancebernstein Investments, INC.Broker
June 2014 - November 2014 · 5 mos
T. Rowe Price Investment Services, INC.Broker
August 2013 - March 2014 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.