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Christian Holstein

8 Years of Experience
Columbus, OH
Broker

Christian Holstein is a registered investment advisor at T. Rowe Price Associates, INC., based in Columbus, OH, with 8 years of industry experience. Christian 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

Columbus, OH

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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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Other Business Activities

Christian produces music and receives compensation for sales and streams, dedicating about 10-20% of his time to this endeavor since 2014. Christian also owns a duplex and rents out one side, spending minimal time on this activity since 2020.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
January 2024 - Present · 2 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
November 2023 - Present · 2 yrs 6 mos
T. Rowe Price Investment Services, INC.
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
January 2020 - October 2023 · 3 yrs 9 mos
Jpmorgan Distribution Services, INC.Broker
July 2017 - January 2020 · 2 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christian Holstein - Financial Advisor | TrueAdvisor