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Sean Lynch

19 Years of Experience
The Woodlands, TX
Broker

Sean Lynch is a registered investment advisor at T. Rowe Price Associates, INC., based in The Woodlands, TX, with 19 years of industry experience. Sean 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

The Woodlands, TX

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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.
January 2018 - Present · 8 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
August 2014 - Present · 11 yrs 9 mos
T. Rowe Price Investment Services, INC.
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Montage Investments, LLC
June 2012 - October 2013 · 1 yr 4 mos
Montage Securities, LLCBroker
January 2012 - October 2013 · 1 yr 9 mos
Burch & Company, INCBroker
February 2011 - May 2011 · 3 mos
Alps Distributors, INC.Broker
February 2010 - December 2010 · 10 mos
Waterford Investor Services, INC.Broker
September 2009 - February 2010 · 5 mos
Claymore Securities, INC.Broker
September 2005 - April 2009 · 3 yrs 7 mos
Claymore Advisors, LLC
September 2005 - November 2008 · 3 yrs 2 mos
A. G. Edwards & Sons, INC.
March 2004 - August 2005 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
March 2004 - August 2005 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sean Lynch - Financial Advisor | TrueAdvisor