MW
CFA
MW
CFA

Mark Whiskeyman

25 Years of Experience
Bel Air, MD
Broker

Mark Whiskeyman is a CFA-designated registered investment advisor at T. Rowe Price Associates, INC., based in Bel Air, MD, with 25 years of industry experience. Mark 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

Bel Air, MD

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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.
April 2017 - Present · 9 yrs 3 mos
T. Rowe Price Investment Services, INC.
March 2011 - Present · 15 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
March 2011 - Present · 15 yrs 4 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
March 2009 - March 2011 · 2 yrs
Lincoln Financial Advisors Corporation
March 2009 - March 2011 · 2 yrs
Legg Mason Capital Management INC
December 2007 - November 2008 · 11 mos
Clearbridge Advisors, LLC
March 2006 - December 2007 · 1 yr 9 mos
Legg Mason Investor Services, LLCBroker
December 2005 - November 2008 · 2 yrs 11 mos
Legg Mason Wood Walker INC
August 2002 - December 2005 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
August 2002 - December 2005 · 3 yrs 4 mos
H&r Block Financial Advisors, INC.Broker
July 1999 - March 2002 · 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.