Michael Scott Frank

Employer firm

T. Rowe Price Associates, Inc. CRD 105496

$2.20T regulatory AUM 83 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2003 → Present
  373 Menahan Llc
  Brooklyn, NY
• 02/2009 → 05/2020
  Waddell & Reed Inc.
  Overland Park, KS
• 02/2009 → 05/2020
  Ivy Funds Distributor Inc.
  Overland Park, KS
• 02/2012 → Present
  Katmick Realty Llc
  Long Island, NY
• 05/2020 → 01/2022
  Cohen & Steers Securities
  New York, NY
• 05/2020 → 01/2022
  Cohen & Steers Management, Inc.
  New York, NY
• 01/2022 → Present
  T Rowe Price
  Baltimore, MD

Other Businesses

373 MENAHAN ST, 7304 5TH AVE, PMB 234, BROOKLYN, NY 11207, TITLE is MEMBER OF LLC. NATURE OF BUSINESS: RENTAL PROPERTY AND IS NOT INVESTMENT RELATED. TIME DEVOTED TO BUSINESS: 0, BUSINESS IS NOT CONDUCTED DURING SECURITIES TRADING HOURS. KATMICK REALTY LLC. 52-27 35TH ST, LONG ISLAND, NY 11101. START IS 2/2012 AND TITLE IS MEMBER OF LLC. NATURE OF BUSINESS IS RENTAL PROPERTY AND IS NOT INVESTMENT RELATED. NUMBER OF HOURS PER MONTH: 0. NUMBER OF HOURS PER DAY: 0

Exams

• S66 Uniform Combined State Law Examination
  2022-06-03
• S63 Uniform Securities Agent State Law Examination
  1995-02-28

Other Names

• Mike Frank