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Joshua Slater

29 Years of Experience
Baltimore, MD
Broker

Joshua Slater is a registered investment advisor at T. Rowe Price Associates, INC., based in Baltimore, MD, with 29 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1307 Point Street, Baltimore, MD, 21231

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joshua is an advisor to the investment committee for The Knott Foundation and a board/committee member for The Family Tree, both non-profit foundations. He dedicates minimal time to each of these investment-related activities.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
March 2001 - Present · 25 yrs 2 mos
T. Rowe Price Investment Services, INC.Broker
August 2000 - Present · 25 yrs 9 mos
Previous Registrations
Ust Financial Services CORP.Broker
March 1996 - August 1998 · 2 yrs 5 mos
Ust Financial Services CORP.Broker
March 1995 - August 1998 · 3 yrs 5 mos
State Registrations1 state
MD
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.