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Kristi Morse McNeilly

T. Rowe Price Investment Services, Inc.

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About Kristi Morse McNeilly

Kristi McNeilly is a financial advisor with T. Rowe Price Investment Services, Inc. in Baltimore, Maryland. Kristi has been in the financial services industry since 1995. Before joining T. Rowe Price, Kristi was an advisor at Stifel, Nicolaus & Company, Incorporated. Kristi is licensed to sell securities in California and Maryland.

Firm Information

Kristi McNeilly is currently registered with T. Rowe Price Investment Services, Inc.. T. Rowe Price Investment Services, Inc. is a corporation formed on June 10, 1980. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It has one regulatory event and three arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

612

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.

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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Kristi McNeilly’s Registration & Firm History

MD

01/03/2020 - Present

T. Rowe Price Investment Services, Inc. (BALTIMORE MD)

MD

12/01/2005 - 08/03/2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)

MD

10/14/1993 - 12/01/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NJ

08/16/1993 - 09/22/1993

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 09/08/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristi Morse McNeilly.
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