Best Investors
Account
Sign in
T. Rowe Price Associates, Inc. CRD 105496
$2.20T regulatory AUM 83 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-11 |
| TX | RA | APPROVED | 2024-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Atlanta | GA | 04/2016 | 06/2018 |
| John Hancock Distributors Llc | Atlanta | GA | 06/2016 | 06/2018 |
| Lpl Financial Llc | Houston | TX | 09/2018 | 04/2019 |
| Fidelity Investments | Westlake | TX | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-27 |
Reach out to this advisor