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Kelly Danielle Somorin

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD

CRD 4891459

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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:

Current Employers
T. Rowe Price Advisory Services, Inc.

4525 Painters Mills Road, Owings Mills, MD 21117 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2014-08-28
  • MD RA
    APPROVED
    Since 2014-08-28

Branch Locations

4525 Painters Mill Road, Owings Mills, MD 21117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T. Rowe Price Owings Mills MD 05/2014 Present
  • 05/2014 → Present
    T. Rowe Price
    Owings Mills, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-27
S63 Uniform Securities Agent State Law Examination 2005-02-25
  • S66 Uniform Combined State Law Examination
    2014-08-27
  • S63 Uniform Securities Agent State Law Examination
    2005-02-25
Other Names
  • Kelly Savage
  • Kelly D Somorin
  • Kelly Danielle Savage
  • Kelly Danielle Sormorin

View on SEC IAPD

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