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Logan K Simering

T. Rowe Price Advisory Services, Inc.

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About Logan K Simering

Logan Simering is an investment advisor representative at T. Rowe Price Advisory Services, Inc. Logan has been in the industry since May 2015 and has been registered with the state of Maryland as an investment advisor representative. Logan is also registered with the state of Maryland as an investment advisor. Logan has worked for several firms in the past, including MML Investors Services, LLC, TD Ameritrade, Inc., and T. Rowe Price Investment Services, Inc. Logan holds the Series 63, Series 66, Series 7, and SIE licenses.

Firm Information

Logan Simering 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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Logan Simering’s Registration & Firm History

MD

11/02/2023 - Present

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

MD

08/13/2021 - 10/23/2023

MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)

MD

06/12/2019 - 01/11/2021

TD AMERITRADE, INC. (COLUMBIA MD)

MD

09/25/2014 - 05/24/2019

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 07/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Logan K Simering.
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