AP
AP

Anthony Daniel Polichemi

12 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
215 advisors
Number of Clients
5,921 clients
Average Client Portfolio
$326.7M average
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

Mount Pleasant, SC

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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 · 6 yrs 11 mos
T. Rowe Price Investment Services, INC.
May 2013 - Present · 12 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
May 2013 - Present · 12 yrs 9 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
September 2018 - March 2019 · 6 mos
T. Rowe Price Advisory Services, INC.
March 2014 - August 2014 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.