VP
VP

Victor Pita

23 Years of Experience
Potomac, MD
Broker

Victor Pita is a registered investment advisor at T. Rowe Price Associates, INC., based in Potomac, MD, with 23 years of industry experience. Victor 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

Potomac, 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.
March 2019 - Present · 7 yrs 2 mos
T. Rowe Price Investment Services, INC.
April 2013 - Present · 13 yrs 1 mo
T. Rowe Price Investment Services, INC.Broker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
T. Rowe Price Advisory Services, INC.
August 2017 - March 2019 · 1 yr 7 mos
B. Riley & CO., LLCBroker
December 2012 - March 2013 · 3 mos
Caris & Company, INC.Broker
September 2012 - December 2012 · 3 mos
Raymond James & Associates, INC.Broker
February 2004 - April 2012 · 8 yrs 2 mos
Oppenheimer & CO. INC.Broker
December 2003 - February 2004 · 2 mos
Raymond James & Associates, INC.Broker
May 2002 - December 2003 · 1 yr 7 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.