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Shawn David Kalendek

Investment adviser representative at T. Rowe Price Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$5.9BFirm assets
25 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 assetsOther

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. T. Rowe Price Advisory Services, Inc.May 2021 to now
  2. T. Rowe PriceJan 2020 to now
  3. Mariner FinanceJun 2019 to Aug 2019
  4. Towson UniversityAug 2015 to Dec 2019
  5. The All American Steakhouse and Sports TheaterSep 2014 to Jan 2020

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (MD).

T. Rowe Price Advisory Services, Inc.

$5.9BAssets managed
13,517Clients
504Advisers
25 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
7223654
Firm CRD
108958
Advisor's SEC record (opens in a new tab)
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