Michael Frank (CRD# 2518476) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Millersville, MD and has over 28 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| T Rowe Price | Baltimore, MD | Jan 2022 - Current | 1 |
| Katmick Realty LLC | Long Island, NY | Feb 2012 - Current | 11 |
| 373 Menahan LLC | Brooklyn, NY | Sep 2003 - Current | 20 |
| Cohen & Steers Securities | New York, NY | May 2020 - Jan 2022 | 1 |
| Cohen & Steers Management, Inc. | New York, NY | May 2020 - Jan 2022 | 1 |
| Waddell & Reed Inc. | Overland Park, KS | Feb 2009 - May 2020 | 11 |
| Ivy Funds Distributor Inc. | Overland Park, KS | Feb 2009 - May 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- MD
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Total Assets Under Management1,506,538MILLIONS
-
Total Number of Accounts3,783ACCOUNTS
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Average Account Value$398,239,052
- A percentage of assets under your management
- Performance-based fees
- 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)
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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