HK
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Heidi Kaney

28 Years of Experience
San Francisco, CA
Broker

Heidi Kaney is a registered investment advisor at T. Rowe Price Associates, INC., based in San Francisco, CA, with 28 years of industry experience. Heidi 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

San Francisco, CA

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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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Employment History
Current Registrations
T. Rowe Price Associates, INC.
February 2019 - Present · 7 yrs 3 mos
T. Rowe Price Investment Services, INC.
December 2013 - Present · 12 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
August 2017 - February 2019 · 1 yr 6 mos
Nuveen Asset Management, LLC
September 2011 - October 2013 · 2 yrs 1 mo
Nuveen Fund Advisors, INC.
April 2008 - September 2011 · 3 yrs 5 mos
Nuveen Securities, LLCBroker
January 2008 - October 2013 · 5 yrs 9 mos
Banc of America Securities LLCBroker
December 2003 - November 2007 · 3 yrs 11 mos
Wachovia Capital Markets, LLCBroker
July 2003 - December 2003 · 5 mos
Wachovia Securities, LLCBroker
July 2002 - July 2003 · 1 yr
Cibc World Markets CORP.Broker
May 1999 - July 2002 · 3 yrs 2 mos
Hambrecht & Quist LLCBroker
April 1996 - July 1998 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.