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Dennis Elliott

27 Years of Experience
Owings Mills, MD
1 DisclosureBroker

Dennis Elliott is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Owings Mills, MD, with 27 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,014 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
437 advisors
Number of Clients
10,014 clients
Average Client Portfolio
$386K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

T. Rowe Price Retirement Advisory Service manages your investments for an annual fee based on the value of the assets they manage. The gross advisory fee is up to 0.90% of assets under management. This fee is reduced by the total annual operating expenses of the T. Rowe Price funds held in your account. The net advisory fee is the gross fee minus the fund expense offset. No advisory fee is charged on money market funds.

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Location

Two Financial Center, 4545 Painters Mill Road, Owings Mills, MD, 21117

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History

Regulatory History (1)
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Criminal
July 1992
Final Disposition
Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
February 2009 - Present · 17 yrs 3 mos
T. Rowe Price Investment Services, INC.
January 1999 - Present · 27 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
March 2007 - December 2008 · 1 yr 9 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.