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Michael E Sullivan

T. Rowe Price Advisory Services, Inc.

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About Michael E Sullivan

Michael E. Sullivan is an investment advisor representative at T. Rowe Price Advisory Services, Inc. Michael has been working in the industry since 1998 and has a wide range of experience. Michael is currently registered in 53 states and the District of Columbia. Michael also has experience working with a variety of clients, including individuals, corporations, and other businesses. Michael has passed the Series 6, 7, 63, and 66 exams.

Firm Information

Michael Sullivan 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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Michael Sullivan’s Registration & Firm History

MD

09/16/2024 - Present

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

VA

02/08/2023 - 03/22/2023

KEEL POINT CAPITAL, LLC (Tysons VA)

MD

03/19/2010 - 10/19/2022

MORGAN STANLEY (Lutherville MD)

MD

10/23/2009 - 03/25/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOWSON MD)

MD

11/04/2005 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (TOWSON MD)

TX

08/06/2004 - 07/11/2005

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

MD

06/17/2003 - 08/25/2004

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

MD

12/21/2001 - 06/02/2003

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

MD

03/04/1998 - 10/01/2001

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 05/25/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1998

Series 7 - General Securities Representative Examination

BC

Issued 02/27/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael E Sullivan.
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