Emily Herstein is a CFP-designated registered investment advisor, based in Owings Mills, MD, with 27 years of industry experience.
Location
Four Financial Center, 4525 Painters Mill Road, Owings Mills, MD, 21117
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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.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
August 2019 - Present · 7 yrs 1 mo
T. Rowe Price Investment Services, INC.Broker
August 2019 - Present · 7 yrs 1 mo
T. Rowe Price Advisory Services, INC.
August 2019 - Present · 7 yrs 1 mo
Previous Registrations
M. S. Howells & CO.Broker
June 2018 - July 2018 · 1 mo
Jemma Financial Services
February 2017 - July 2019 · 2 yrs 5 mos
Suntrust Advisory Services, INC.
September 2016 - February 2017 · 5 mos
Suntrust Investment Services, INC.Broker
May 2014 - February 2017 · 2 yrs 9 mos
Suntrust Investment Services, INC.
May 2014 - December 2016 · 2 yrs 7 mos
M&t Securities, INC.
January 2006 - May 2014 · 8 yrs 4 mos
M&t Securities, INC.Broker
May 2003 - May 2014 · 11 yrs
Allfirst Brokerage CorporationBroker
July 2000 - May 2003 · 2 yrs 10 mos
American Express Financial Advisors INC.Broker
August 1998 - June 2000 · 1 yr 10 mos
Ids Life Insurance CompanyBroker
August 1998 - June 2000 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.