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Brendan Kyle Flannery

T. Rowe Price Advisory Services, Inc.

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About Brendan Kyle Flannery

Brendan Kyle Flannery is a financial advisor with T. Rowe Price Advisory Services, Inc. Brendan has been in the financial services industry since October 2014 and holds the Series 66, Series 63, Series 53, Series 4, Series 24, Series 52TO, Series 7, and SIE licenses. Brendan is registered in 53 states and is actively working with clients in Colorado and Florida. Brendan's primary focus is on providing portfolio management for individuals and financial planning.

Firm Information

Brendan Flannery is currently registered with T. Rowe Price Advisory Services, Inc.. T. Rowe Price Advisory Services, Inc. is an investment advisor headquartered in OWINGS MILLS, MD. The firm has 52 investment adviser representatives and manages approximately $2,563,768,510 in regulatory assets under management. They provide financial planning and portfolio management for individuals and corporations.
T. Rowe Price Advisory Services, Inc.

4515 PAINTERS MILLS ROAD

OWINGS MILLS, MD 21117

$2.56B

Assets Under Management

Not reported

Total Clients

415

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d

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Brendan Flannery’s Registration & Firm History

FL

10/22/2024 - Present

T. Rowe Price Advisory Services, Inc. (Zephyrhills FL)

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Licenses & Designations

BOTH

Issued 12/02/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2020

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/05/2018

Series 4 - Registered Options Principal Examination

BC

Issued 01/16/2017

Series 24 - General Securities Principal Examination

BC

Issued 09/13/2019

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brendan Kyle Flannery.
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