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T. Rowe Price Advisory Services, Inc. CRD 108958
$5.90B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-29 |
| MD | RA | APPROVED | 2022-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | St. Petersburg | FL | 09/2006 | 10/2020 |
| Raymond James Financial Services | St. Petersburg | FL | 02/2008 | 10/2020 |
| Unemployed | Parrish | FL | 11/2020 | 04/2021 |
| Foreside Fund Services, Llc | Parrish | FL | 05/2021 | 05/2022 |
| Compass Distributors, Llc | Parrish | FL | 05/2021 | 05/2022 |
| Foreside Distribution Services, L.P. | Parrish | FL | 05/2021 | 05/2022 |
| Foreside Financial Services, Llc | Parrish | FL | 05/2021 | 05/2022 |
| Foreside Funds Distributors Llc | Parrish | FL | 05/2021 | 05/2022 |
| Foreside Global Services, Llc | Parrish | FL | 05/2021 | 05/2022 |
| Foreside Investment Services, Llc | Parrish | FL | 05/2021 | 05/2022 |
| Funds Distributor, Llc | Parrish | FL | 05/2021 | 05/2022 |
| Imst Distributors, Llc | Parrish | FL | 05/2021 | 05/2022 |
| Orbis Investments (U.S.), Llc | Parrish | FL | 05/2021 | 05/2022 |
| Quasar Distributors, Llc | Parrish | FL | 05/2021 | 05/2022 |
| Parnassus Funds Distributor, Llc | Parrish | FL | 05/2021 | 05/2022 |
| Mgi Funds Distributor, Llc | Parrish | FL | 04/2022 | 05/2022 |
| Johcm Funds Distributor, Llc | Parrish | FL | 04/2022 | 05/2022 |
| T Rowe Price | Parrish | FL | 05/2022 | 07/2026 |
| T Rowe Price | Parrish | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-27 |
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