Mary Helen Donovan

CRD 2363619 · T. Rowe Price Associates, Inc. · San Francisco, CA

IA RegisteredBroker

Also appears in the source record as: Mary Helen Helen Donovan

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (10): Series 66Series 63Series 24Series 10Series 9Series 30Series 23Series 8SIESeries 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: T. Rowe Price Associates, Inc.
Firm CRD: 105496
SEC number: 801-856
Assets under management: $2.2T as of Mar 31, 2026
Website: www.troweprice.com ↗
Phone: 410-345-2000
Firm location: Baltimore, MD, 21231

Employment history (7)

From the source registration record · current first

T. Rowe Price Associates, Inc.Current
San Francisco, CA · IA capacity

Oct 7, 2021 → present
T. Rowe Price Investment Services, Inc.Current
San Francisco, CA · BD capacity

Oct 7, 2021 → present
Blackrock Investments, LLC
BD capacity

Sep 24, 2015 → Aug 16, 2021
Blackrock Investment Management, LLC
IA capacity

Sep 24, 2015 → Aug 16, 2021
Charles Schwab & Co., Inc.
IA capacity

Apr 10, 2006 → Sep 4, 2015
Charles Schwab & Co., Inc.
BD capacity

Jul 30, 1997 → Sep 4, 2015
Wheat, First Securities, Inc.
BD capacity

Oct 7, 1994 → Aug 11, 1997

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2363619 ↗ FINRA BrokerCheck record for CRD 2363619 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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