Ameriprise Financial Services
45yrs
Top advisor by experience in Owings Mills
2yrs
Caitlyn OConnor
Full name on record: Caitlyn E OConnor
Financial advisor at T. Rowe Price Advisory Services
Caitlyn OConnor is a fiduciary financial advisor in Owings Mills, Maryland, with 2 years in the industry. Caitlyn joined T. Rowe Price Advisory Services in 2024, a firm offering financial planning and investment management. The firm is paid through a percentage of assets.
One of 339 advisors with offices in Owings Mills, and one of 329 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office4525 Painters Mill Road, Owings Mills, MD 21117
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$436,332
Advisors at the firm501
States licensed ?1 state
Services through T. Rowe Price Advisory Services
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowT. Rowe Price Advisory Services, Inc.Current firm
Contact Caitlyn
(800) 225-5132T. Rowe Price Advisory Services main office 4525 Painters Mill RoadOwings Mills, MD 21117Office · Get directions LinkedIn pageT. Rowe Price Advisory Services
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Questions to ask Caitlyn
Tailored to Caitlyn’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Caitlyn
How do I contact Caitlyn?
Call T. Rowe Price Advisory Services at (800) 225-5132 and ask for Caitlyn OConnor. Caitlyn works from the Owings Mills, MD office.
How long has Caitlyn been a financial advisor?
Caitlyn has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Caitlyn hold?
Series 66. Tap any license on this page to see what it allows.
Is Caitlyn a fiduciary?
Caitlyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caitlyn paid?
T. Rowe Price Advisory Services reports being paid by a percentage of the assets they manage, other fees. Ask Caitlyn for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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