Andrew Wick, financial advisor Colorado Springs CO

Andrew Wick

CRD Number: 5511652
Current Firm: T. Rowe Price Associates, Inc.

Andrew Wick (CRD# 5511652) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Colorado Springs, CO and has over 15 years of experience in the finance industry.

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T. Rowe Price Advisory Services, Inc.
Company Name Location Dates Years
T Rowe Price Colorado Springs, CO Nov 2017 - Current 6
Ubs Financial Services Inc. Colorado Springs, CO Aug 2014 - Nov 2017 3
Core Capital Group Colorado Springs, CO Jul 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Andrew Wick
Phone Number: 410-345-2000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,506,538
    MILLIONS
  • Total Number of Accounts
    3,783
    ACCOUNTS
  • Average Account Value
    $398,239,052
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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