Emily Herstein (CRD# 3082026) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Owings Mills, MD and has over 25 years of experience in the finance industry. Emily Herstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1817336
Cetera Investment Advisers LLC
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| T Rowe Price | Owings Mills, MD | Jul 2019 - Current | 4 |
| Jemma Investment Advisors Llc Dba Jemma Financial Services | Baltimore, MD | Feb 2017 - Jun 2019 | 2 |
| M. S. Howells & Company | Scottsdale, AZ | May 2018 - Jul 2018 | < 1 |
| Suntrust Advisory Services | Atlanta, GA | Sep 2016 - Feb 2017 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | May 2014 - Feb 2017 | 2 |
| M&t Securities, Inc. | Buffalo, NY | May 2003 - May 2014 | 11 |
| Allfirst Bank | Baltimore, MD | Jun 2000 - May 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- MD
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Total Assets Under Management2,564MILLIONS
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Total Number of Accounts7,398ACCOUNTS
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Average Account Value$346,549
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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