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Katherine Gilbert Shaffer

Investment adviser representative at T. Rowe Price Associates, Inc.
10 yearsExperience
2 statesRegistered in
$2.2TFirm assets
79 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. T. Rowe Price Associates, Inc.Oct 2020 to now
  2. T. Rowe PriceJul 2018 to now
  3. UnemployedMay 2018 to Jul 2018
  4. Unemployed- StudentAug 2017 to May 2018
  5. University of Cincinnati, Department of PsychiatryMay 2016 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (IL, MD).

T. Rowe Price Associates, Inc.

$2.2TAssets managed
6,887Clients
223Advisers
79 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6987656
Firm CRD
105496
Advisor's SEC record (opens in a new tab)
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