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Sari Considine

T. Rowe Price Investment Services, Inc.

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About Sari Considine

Sari Considine is a financial advisor with T. Rowe Price Investment Services, Inc., a firm based in Baltimore, MD. Sari has been in the financial services industry since 2008 and has a broad range of experience. Sari holds a Series 66, Series 7, and Series 24 licenses. Sari is registered in Maryland and Massachusetts. Sari previously worked at DFA Securities LLC, Wellington Management Advisors, Inc., Eaton Vance Distributors, Inc., LPL Financial LLC, LPL Financial Corporation, and Morgan Stanley DW Inc.

Firm Information

Sari Considine is currently registered with T. Rowe Price Investment Services, Inc.. T. Rowe Price Investment Services, Inc. is a corporation formed on June 10, 1980. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It has one regulatory event and three arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

612

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.

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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Sari Considine’s Registration & Firm History

MD

09/16/2019 - Present

T. Rowe Price Investment Services, Inc. (BALTIMORE MD)

NC

06/14/2017 - 05/23/2019

DFA SECURITIES LLC (CHARLOTTE NC)

MA

10/12/2016 - 02/22/2017

WELLINGTON MANAGEMENT ADVISERS, INC (BOSTON MA)

MA

06/28/2013 - 12/04/2015

WELLINGTON MANAGEMENT ADVISERS, INC (Boston MA)

MA

11/02/2011 - 06/10/2013

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

CA

01/14/2009 - 03/14/2011

LPL FINANCIAL LLC (SAN DIEGO CA)

CA

11/21/2005 - 08/05/2008

LPL FINANCIAL CORPORATION (SAN DIEGO CA)

NY

09/08/2005 - 10/21/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/20/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sari Considine.
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