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Roya E Vassell

T. Rowe Price Associates, Inc.

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About Roya E Vassell

Roya E. Vassell is an Investment Advisor Representative at T. Rowe Price Associates, Inc. Roya has been in the financial services industry for over 14 years, and has experience working with a wide range of clients, including individuals, families, trusts, estates, and institutions. Roya holds Series 6, 7, 63, and 66 licenses, as well as the SIE. Roya is registered to provide investment advice in 53 states and the District of Columbia. Roya's specialties include portfolio management for individuals, families, and institutions. Roya is committed to providing her clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.

Firm Information

Roya Vassell 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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Roya Vassell’s Registration & Firm History

MD

09/13/2022 - Present

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

NY

04/19/2021 - 06/06/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

DC

09/09/2020 - 11/10/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

MD

12/12/2017 - 07/14/2020

PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)

MD

08/16/2017 - 10/27/2017

MORGAN STANLEY (ANNAPOLIS MD)

MD

04/27/2011 - 07/11/2017

PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)

MD

09/09/2009 - 04/06/2010

NAVY FEDERAL BROKERAGE SERVICES, LLC (LAUREL MD)

MD

03/12/2008 - 07/23/2009

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

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Licenses & Designations

BOTH

Issued 09/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/10/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Roya E Vassell. Review regulatory record here.
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