Michael Frank (CRD# 2518476) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Millersville, MD and has over 29 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 | 2 |
| Katmick Realty LLC | Long Island, NY | Feb 2012 - Current | 12 |
| 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 Management1,752,267MILLIONS
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Total Number of Accounts4,696ACCOUNTS
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Average Account Value$373,140,338
- 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)
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