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Emily Herstein

T. Rowe Price Advisory Services, Inc.

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About Emily Herstein

Emily Herstein is a financial advisor who has been working in the industry since 1998. Emily currently works at T. Rowe Price Advisory Services, Inc. Emily is registered with the state of Maryland. Emily has passed the Series 7, Series 24, Series 63 and Series 65 exams and is a Certified Financial Planner.

Firm Information

Emily Herstein 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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Emily Herstein’s Registration & Firm History

MD

08/09/2019 - Present

T. Rowe Price Advisory Services, Inc. (Owings Mills MD)

MD

06/18/2018 - 07/13/2018

M. S. HOWELLS & CO. (BALTIMORE MD)

MD

05/30/2014 - 02/06/2017

SUNTRUST INVESTMENT SERVICES, INC. (PARKVILLE MD)

MD

05/01/2003 - 05/29/2014

M&T SECURITIES, INC. (NOTTINGHAM MD)

MD

07/05/2000 - 05/01/2003

ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)

MN

08/07/1998 - 06/05/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/07/1998 - 06/05/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/05/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2007

Series 24 - General Securities Principal Examination

BC

Issued 07/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Herstein.
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