David Stephen Tondreault

Employer firm

American Century Investments Private Client Group, Inc. CRD 290043

$2.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 06/2004 → 06/2019
  T. Rowe Price Investment Services, Inc.
  Tampa, FL
• 07/2019 → 07/2020
  N/A - Sabbatical
  St. Petersburg, FL
• 08/2020 → 07/2021
  Ascensus
  Dresher, PA
• 07/2021 → Present
  American Century Investment Services, Inc.
  Kansas City, MO

Previous Registrations

• 2020-10-19 → 2021-07-12
  Ascensus Investment Advisors, Llc
  Needham, MA
  St. Peters, FL
• 2006-06-07 → 2019-07-18
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2006-03-10
• S63 Uniform Securities Agent State Law Examination
  2005-06-10

Other Names

• David Stephen Tondreault
• David Tondreault