Adam Cohen, financial advisor Owings Mills MD

Adam Cohen

CRD Number: 4518306
Current Firm: T. Rowe Price Associates, Inc.

Adam Cohen (CRD# 4518306) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Owings Mills, MD and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
T. Rowe Price Baltimore, MD Apr 2016 - Current 3
Unemployed Olney, MD Jan 2016 - Mar 2016 < 1
Fortigent, LLC Rockville, MD Dec 2012 - Dec 2015 3
Lpl Financial Rockville, MD Dec 2012 - Dec 2015 3
Cardinal Bank Mclean, VA Feb 2012 - Dec 2012 < 1
Wilson Bennett Capital Managment, Inc. Mclean, VA Feb 2012 - Dec 2012 < 1
Fortigent, LLC Rockville, MD Jun 2009 - Feb 2012 2
Fortigent Securities Company, LLC Rockville, MD Jun 2009 - Feb 2012 2
Unemployed Rockville, MD Feb 2009 - Jun 2009 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2001
S63 Uniform Securities State Law Examination Jul 2016
Contact Info for Adam I. Cohen
Phone Number: 410-345-2000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    940,638
    MILLIONS
  • Total Number of Accounts
    2,445
    ACCOUNTS
  • Average Account Value
    $384,718,860
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
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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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