Daniel James Storment

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

• 02/2016 → 09/2021
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2021 → 10/2023
  Ally Invest Securities Llc
  Charlotte, NC
• 11/2021 → 10/2023
  Ally Invest Advisors
  Charlotte, NC
• 10/2023 → Present
  T. Rowe Price
  Owings Mills, MD

Previous Registrations

• 2021-11-10 → 2023-10-17
  Ally Invest Advisors
  Charlotte, NC
• 2018-05-07 → 2021-10-01
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-10
• S63 Uniform Securities Agent State Law Examination
  2016-03-10

Designations

• Certified Financial Planner

Other Names

• Daniel Storment