Best Investors Account Sign in

Kate A Davidson

T. Rowe Price Associates, Inc.

Austin, TX

CRD 6181128

Claim This Profile
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:

Current Employers
T. Rowe Price Associates, Inc.

1307 Point Street, Baltimore, MD 21231 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-19
TX RA APPROVED 2025-03-19
  • MD RA
    APPROVED
    Since 2025-03-19
  • TX RA
    APPROVED
    Since 2025-03-19

Branch Locations

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fs2 Capital Partners, Llc Philadelphia PA 12/2014 08/2017
Unemployed Boston MA 08/2017 11/2017
Resource America Philadelphia PA 11/2017 11/2018
Unemployed Boston MA 11/2018 04/2019
Principal Funds Distributor Des Moines IA 04/2019 01/2025
Principal Asset Management Des Moines IA 02/2022 01/2025
T. Rowe Price Baltimore MD 01/2025 Present
  • 12/2014 → 08/2017
    Fs2 Capital Partners, Llc
    Philadelphia, PA
  • 08/2017 → 11/2017
    Unemployed
    Boston, MA
  • 11/2017 → 11/2018
    Resource America
    Philadelphia, PA
  • 11/2018 → 04/2019
    Unemployed
    Boston, MA
  • 04/2019 → 01/2025
    Principal Funds Distributor
    Des Moines, IA
  • 02/2022 → 01/2025
    Principal Asset Management
    Des Moines, IA
  • 01/2025 → Present
    T. Rowe Price
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-09
S63 Uniform Securities Agent State Law Examination 2013-06-27
  • S66 Uniform Combined State Law Examination
    2022-02-09
  • S63 Uniform Securities Agent State Law Examination
    2013-06-27
Other Names
  • Kate Anna Silverstein
  • Kate Anna Davidson

View on SEC IAPD

More in Austin, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor