ME
ME

Mark Endres

12 Years of Experience
Baltimore, MD
Broker

Mark Endres is a registered investment advisor at T. Rowe Price Associates, INC., based in Baltimore, MD, with 12 years of industry experience. Mark 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.

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 Investment Services, INC.
August 2024 - Present · 1 yr 9 mos
T. Rowe Price Associates, INC.
August 2024 - Present · 1 yr 9 mos
T. Rowe Price Investment Services, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Macquarie Investment Management Business Trust
April 2020 - May 2024 · 4 yrs 1 mo
Delaware Capital Management Advisers, INC
June 2017 - April 2020 · 2 yrs 10 mos
Delaware Distributors, L.P.Broker
September 2016 - May 2024 · 7 yrs 8 mos
Rs Funds Distributor LLCBroker
June 2014 - July 2016 · 2 yrs 1 mo
Guardian Investor Services LLCBroker
August 2013 - June 2014 · 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.