AdvisorOS Directory
Claim Profile
Unclaimed Profile
SM

Stephanie Peters Mumford

T. ROWE PRICE ADVISORY SERVICES, INC.·OWINGS MILLS, Maryland
SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63Clean recordT. ROWE PRICE ADVISORY SERVICES, INC.
4515 PAINTERS MILLS ROAD, OWINGS MILLS, MD 21117CRD# 2725261Firm CRD# 108958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephanie Peters Mumford · OWINGS MILLS, MD
Registration
CRD #2725261 · T. ROWE PRICE ADVISORY SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 14
Series 24
Series 52TO
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD 108958 · SEC 801-58098
AUM
$2.6B
Regulatory assets under management
Employees
58
7,398 client accounts
Services offered by T. ROWE PRICE ADVISORY SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at T. ROWE PRICE ADVISORY SERVICES, INC. →
Introduction

Speak with Stephanie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephanie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OWINGS MILLS?

Browse all registered financial advisors in OWINGS MILLS, Maryland or claim this profile if it's yours.

Browse OWINGS MILLS AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Stephanie Peters Mumford offer?
Stephanie Peters Mumford specializes in Financial Planning, Investment Management. Contact their office in OWINGS MILLS, Maryland for a consultation.
What are Stephanie Peters Mumford's credentials?
Stephanie Peters Mumford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Peters Mumford located?
Stephanie Peters Mumford is based in OWINGS MILLS, Maryland, working with T. ROWE PRICE ADVISORY SERVICES, INC.. Their office serves clients in the OWINGS MILLS metropolitan area and surrounding communities.
How does Stephanie Peters Mumford charge for services?
Stephanie Peters Mumford's firm is compensated through percentage of aum, other: see schedule d. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is T. ROWE PRICE ADVISORY SERVICES, INC.?
T. ROWE PRICE ADVISORY SERVICES, INC. has approximately 58 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at T. ROWE PRICE ADVISORY SERVICES, INC.

Craig Michael Gross
OWINGS MILLS, MD
CFA
Timothy Scott Dignan
BALTIMORE, MD
Edward Cage Bernard
BALTIMORE, MD
Dorothy C Sawyer
OWINGS MILLS, MD
Kevin Collins
OWINGS MILLS, MD
Aimee Rochelle Decamillo
BALTIMORE, MD

More Advisors in OWINGS MILLS, Maryland

Jonathan Shuford Dinkins
GLASS JACOBSON INVESTMENT ADVISORS, LLC·OWINGS MILLS, MD
Edward Joel Jacobson
GLASS JACOBSON INVESTMENT ADVISORS, LLC·OWINGS MILLS, MD
Marina Sidelnikova
GLASS JACOBSON INVESTMENT ADVISORS, LLC·OWINGS MILLS, MD
Michael Kevin Creamer
GLASS JACOBSON INVESTMENT ADVISORS, LLC·OWINGS MILLS, MD
CFP
Aaron Henry Wilhelm
LEVITT GROSSMAN CAPITAL MANAGEMENT, LP·OWINGS MILLS, MD
Bart William Scheffel
GLASS JACOBSON INVESTMENT ADVISORS, LLC·OWINGS MILLS, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)SILVER SPRING (18)
City Guides
BALTIMORE GuideBETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile