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Pat Gilbert

T. Rowe Price Associates, Inc.

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About Pat Gilbert

Pat Gilbert is a financial advisor with T. Rowe Price Associates, Inc. Pat has over 23 years of experience in the financial services industry. Pat has a Series 7, Series 63 and Series 66 license. Pat is registered in 53 states and the District of Columbia for securities and investment advisory services.

Firm Information

Pat Gilbert 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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Pat Gilbert’s Registration & Firm History

MD

08/06/2020 - Present

T. Rowe Price Associates, Inc. (OWINGS MILLS MD)

ME

02/20/2015 - 06/09/2017

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

ME

08/09/2013 - 12/31/2014

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

MD

11/02/2011 - 07/15/2013

OPPENHEIMER & CO. INC. (BALTIMORE MD)

MD

10/18/2010 - 08/04/2011

SIGNAL HILL CAPITAL GROUP LLC (BALTIMORE MD)

MD

01/14/2008 - 10/18/2010

OPPENHEIMER & CO. INC. (BALTIMORE MD)

MD

06/09/2003 - 01/14/2008

CIBC WORLD MARKETS CORP. (BALTIMORE MD)

NY

06/07/1999 - 06/11/2003

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

09/01/1997 - 06/07/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

03/24/1997 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

BOTH

Issued 08/05/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pat Gilbert.
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