SP
SP

Stephanie Pack

11 Years of Experience
portland, OR
Broker

Stephanie Pack is a registered investment advisor at T. Rowe Price Associates, INC., based in portland, OR, with 11 years of industry experience. Stephanie 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

portland, OR

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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 · 7 yrs 2 mos
T. Rowe Price Investment Services, INC.
May 2018 - Present · 8 yrs
T. Rowe Price Investment Services, INC.Broker
May 2018 - Present · 8 yrs
Previous Registrations
T. Rowe Price Advisory Services, INC.
October 2018 - March 2019 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - April 2018 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - April 2018 · 3 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.