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Pat Gilbert

28 Years of Experience
Baltimore, MD
Broker

Pat Gilbert is a registered investment advisor at T. Rowe Price Associates, INC., based in Baltimore, MD, with 28 years of industry experience. Pat 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

Pat is a high school basketball official with Baltimore Metro Basketball Officials since 2011. This takes nearly full-time during the season, with a few hours per week during trading hours.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
August 2020 - Present · 5 yrs 9 mos
T. Rowe Price Investment Services, INC.
July 2017 - Present · 8 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Quasar Distributors, LLCBroker
February 2015 - June 2017 · 2 yrs 4 mos
Quasar Distributors, LLCBroker
August 2013 - December 2014 · 1 yr 4 mos
Oppenheimer & CO. INC.Broker
November 2011 - July 2013 · 1 yr 8 mos
Signal Hill Capital Group LLCBroker
October 2010 - August 2011 · 10 mos
Oppenheimer & CO. INC.Broker
January 2008 - October 2010 · 2 yrs 9 mos
Cibc World Markets CORP.Broker
June 2003 - January 2008 · 4 yrs 7 mos
Deutsche Bank Securities INC.Broker
June 1999 - June 2003 · 4 yrs
Bt Alex. Brown IncorporatedBroker
September 1997 - June 1999 · 1 yr 9 mos
Alex. Brown & Sons IncorporatedBroker
March 1997 - September 1997 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Pat Gilbert - Financial Advisor | TrueAdvisor