Charles D Fuller

Employer firm

T. Rowe Price Advisory Services, Inc. CRD 108958

$5.90B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 10/2017
  T.ROwe Price
  Owings Mills, MD
• 10/2017 → 01/2021
  Td Ameritrade
  Lutherville, MD
• 01/2021 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 05/2021 → 05/2024
  Charles Schwab & Co., Inc.
  Annapolis, MD
• 05/2021 → 05/2024
  Charles Schwab Bank Ssb
  Annapolis, MD
• 04/2021 → 05/2021
  Unemployed
  Towson, MD
• 05/2024 → Present
  T. Rowe Price
  Owings Mills, MD

Previous Registrations

• 2021-05-13 → 2024-05-15
  Charles Schwab & Co., Inc.
  Towson, MD
  Gaithersburg, MD
  Annapolis, MD
• 2021-02-08 → 2021-04-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
  Hunt Valley, MD
• 2017-11-09 → 2021-01-11
  Td Ameritrade, Inc.
  Towson, MD
• 2017-11-09 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Lutherville, MD
• 2011-03-25 → 2014-12-31
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
• 2004-10-25 → 2009-08-28
  T. Rowe Price Advisory Services, Inc.
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2017-11-08
• S63 Uniform Securities Agent State Law Examination
  2003-05-01

Designations

• Certified Financial Planner

Other Names

• Charles D Fuller
• Charles Daniel Fuller