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Patrick Kelly

19 Years of Experience
Baltimore, MD
Broker

Patrick Kelly is a registered investment advisor at T. Rowe Price Associates, INC., based in Baltimore, MD, with 19 years of industry experience. Patrick 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

1307 Point Street, Baltimore, MD, 21231

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Patrick is a self-employed music producer, arranger, and songwriter, dedicating about a quarter of his time to this activity since 2011. He is also a board member and D&I chair for the Financial Planning Association, MD Chapter, spending a few hours per week on this role.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
March 2019 - Present · 7 yrs 2 mos
T. Rowe Price Investment Services, INC.
March 2006 - Present · 20 yrs 2 mos
T. Rowe Price Investment Services, INC.Broker
March 2006 - Present · 20 yrs 2 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
April 2011 - March 2019 · 7 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.