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Andrew Oladipo

T. Rowe Price Associates, INC.
21 Years of Experience
White Plains, NY
Broker
View SEC Summary
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Andrew Oladipo is a registered investment advisor at T. Rowe Price Associates, INC., based in White Plains, NY, with 21 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,887 clients with $2200B in assets under management.

T. Rowe Price Associates, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
224 advisors
Number of Clients
6,887 clients
Average Client Portfolio
$318.9M average
Assets Under Management
$2196.5B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Schedule reflects standard Private Asset Management services. Other investment strategies and managed account programs have separate fee schedules ranging from 0.05% to 0.95% depending on the asset class.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

White Plains, NY

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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

Andrew is a board member of Surrey Strathmore Owners Inc, a co-op in which he owns shares in a rental property, since 2014. He dedicates minimal time to this activity, and it is not investment-related.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
November 2021 - Present · 4 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
November 2021 - Present · 4 yrs 11 mos
T. Rowe Price Investment Services, INC.
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
New York Life Investment Management LLC
March 2012 - August 2021 · 9 yrs 5 mos
Eagle Strategies LLC
December 2010 - May 2011 · 5 mos
Nylife Distributors LLCBroker
November 2010 - August 2021 · 10 yrs 9 mos
Clearbridge Advisors, LLC
June 2006 - November 2010 · 4 yrs 5 mos
Legg Mason Investor Services, LLCBroker
June 2006 - November 2010 · 4 yrs 5 mos
Morgan Stanley
October 2005 - June 2006 · 8 mos
Morgan Stanley Dw INC.Broker
September 2004 - June 2006 · 1 yr 9 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.
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