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Anthony C Daniel

5 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 Investment Services, INC.
March 2024 - Present · 1 yr 11 mos
T. Rowe Price Associates, INC.
March 2024 - Present · 1 yr 11 mos
T. Rowe Price Investment Services, INC.Broker
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2020 - February 2024 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2020 - February 2024 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.