linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly Danielle Somorin

T. Rowe Price Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelly? Claim Your Profile

About Kelly Danielle Somorin

Kelly Somorin is a financial advisor with over 19 years of experience in the industry. Kelly works as an Investment Advisor Representative with T. Rowe Price Advisory Services, Inc. Kelly has a Series 6, Series 7, and Series 66 licenses. Kelly is registered to provide investment advisory services in Maryland, as well as broker-dealer services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Kelly is a Registered Representative of T. Rowe Price. Kelly focuses on investment management for individuals and businesses and provides financial planning services.

Firm Information

Kelly Somorin 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.

check

financial planning services

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

check

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.

check

percentage of assets

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

check

other

See schedule d

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelly Somorin’s Registration & Firm History

MD

08/28/2014 - Present

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

MD

02/23/2005 - 04/22/2014

WELLS FARGO ADVISORS, LLC (WINDSOR MILL MD)

Not sure if Kelly Danielle Somorin is right for you?

Licenses & Designations

BOTH

Issued 08/27/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2014

Series 7 - General Securities Representative Examination

BC

Issued 02/22/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Danielle Somorin.
Not sure if Kelly Danielle Somorin is right for you?