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Matthew McCauley

T. Rowe Price Associates, Inc.

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About Matthew McCauley

Matthew McCauley is a registered investment advisor representative with T. Rowe Price Associates, Inc. in Middleville, Michigan. Matthew has been in the financial services industry since November 2011 and has been registered with T. Rowe Price Associates, Inc. since May 2023. Before joining T. Rowe Price Associates, Inc., Matthew worked at STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC in Kansas City, Missouri and CNL SECURITIES CORP. in Orlando, Florida.

Firm Information

Matthew McCauley 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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Matthew McCauley’s Registration & Firm History

MI

07/20/2023 - Present

T. Rowe Price Associates, Inc. (Middleville MI)

MO

05/06/2019 - 06/02/2023

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (KANSAS CITY MO)

FL

10/27/2011 - 04/17/2019

CNL SECURITIES CORP. (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 07/11/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew McCauley.
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