LS
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Lori Silverthorne

20 Years of Experience
Baltimore, MD
Broker

Lori Silverthorne is a registered investment advisor at T. Rowe Price Associates, INC., based in Baltimore, MD, with 20 years of industry experience. Lori 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

Lori is the Board Chair for Trinity School in Maryland, responsible for carrying out board functions. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
June 2020 - Present · 5 yrs 11 mos
T. Rowe Price Investment Services, INC.
May 2020 - Present · 6 yrs
T. Rowe Price Investment Services, INC.Broker
May 2020 - Present · 6 yrs
Previous Registrations
Charles Schwab & CO., INC.Broker
April 2006 - March 2018 · 11 yrs 11 mos
Charles Schwab & CO., INC.
April 2006 - March 2018 · 11 yrs 11 mos
Cam North America, LLC
March 2006 - April 2006 · 1 mo
Legg Mason Investor Services, LLCBroker
December 2005 - April 2006 · 4 mos
Legg Mason Wood Walker INC
October 2004 - January 2006 · 1 yr 3 mos
Legg Mason Wood Walker, IncorporatedBroker
April 2003 - December 2005 · 2 yrs 8 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.