AW
AW

Amos Le Roy Wheatley

4 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

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 Associates, INC.
October 2022 - Present · 3 yrs 4 mos
T. Rowe Price Investment Services, INC.
July 2022 - Present · 3 yrs 7 mos
T. Rowe Price Investment Services, INC.Broker
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Alliancebernstein Investments, INC.Broker
June 2014 - November 2014 · 5 mos
T. Rowe Price Investment Services, INC.Broker
August 2013 - March 2014 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.