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Caitlin M Berns

T. Rowe Price Associates, Inc.

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About Caitlin M Berns

Caitlin Berns is a financial advisor with T. Rowe Price Associates, Inc.. Caitlin has been in the financial services industry since 2020. Caitlin has a Series 7, 63, and 66 license, as well as the SIE. Caitlin is registered in all 50 states as well as the District of Columbia and Puerto Rico. Caitlin specializes in investment advisory services, including portfolio management, financial planning, and selection of other advisors.

Firm Information

Caitlin Berns is currently registered with T. Rowe Price Associates, Inc.. T. Rowe Price Associates, Inc. is a Baltimore, MD-based investment advisor with over $1.75 trillion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors and portfolio management for businesses. T. Rowe Price Associates, Inc. serves a wide range of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
T. Rowe Price Associates, Inc.

100 EAST PRATT STREET

BALTIMORE, MD 21202

$1.75T

Assets Under Management

51

Total Clients

208

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Caitlin Berns’s Registration & Firm History

CO

09/12/2022 - Present

T. Rowe Price Associates, Inc. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 09/09/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/11/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caitlin M Berns.
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