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Tara Finnegan Coates

T. Rowe Price Associates, Inc.

Savannah, GA

CRD 7548514

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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
GA RA APPROVED 2026-01-26
MD RA APPROVED 2023-11-22
  • GA RA
    APPROVED
    Since 2026-01-26
  • MD RA
    APPROVED
    Since 2023-11-22

Branch Locations

Savannah, GA • 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
T. Rowe Price Owings Mills MD 11/2015 Present
  • 11/2015 → Present
    T. Rowe Price
    Owings Mills, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-30
S63 Uniform Securities Agent State Law Examination 2022-09-22
  • S66 Uniform Combined State Law Examination
    2023-08-30
  • S63 Uniform Securities Agent State Law Examination
    2022-09-22
Other Names
  • Tara Elise Finnegan

View on SEC IAPD

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