DC
DC

David Chatterton

17 Years of Experience
Colorado Springs, CO
Broker

David Chatterton is a registered investment advisor at T. Rowe Price Associates, INC., based in Colorado Springs, CO, with 17 years of industry experience. David 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

2220 Briargate Parkway, Colorado Springs, CO, 80920

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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.
October 2017 - Present · 8 yrs 7 mos
T. Rowe Price Investment Services, INC.
October 2017 - Present · 8 yrs 7 mos
T. Rowe Price Investment Services, INC.Broker
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Thrivent Investment Management INC.
November 2015 - October 2017 · 1 yr 11 mos
Thrivent Investment Management INC.Broker
November 2015 - October 2017 · 1 yr 11 mos
MML Investors Services, LLCBroker
April 2015 - November 2015 · 7 mos
Thrivent Investment Management INC.
June 2008 - April 2015 · 6 yrs 10 mos
Thrivent Investment Management INC.Broker
June 2008 - April 2015 · 6 yrs 10 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.