Peter C Foley

Employer firm

T. Rowe Price Associates, Inc. CRD 105496

$2.20T regulatory AUM 83 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2013 → 03/2019
  Putnam Inv./Putnam Retail Management
  Andover, MA
• 04/2019 → 07/2023
  American Century Investments
  Boston, MA
• 09/2023 → Present
  T. Rowe Price
  Sudbury, MA

Previous Registrations

• 2016-07-12 → 2019-03-05
  Putnam Investment Management, Llc
  Andover, MA
  Boston, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30
• S65 Uniform Investment Adviser Law Examination
  2016-06-28
• S63 Uniform Securities Agent State Law Examination
  2013-10-04

Other Names

• Peter Coughlin Foley