Kevin Edward Sugermeyer

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

• 01/2019 → 12/2020
  Mass Mutual
  Springfield, MA
• 01/2019 → 12/2020
  Mml Investor Services Llc
  Enfield, CT
• 05/2017 → 01/2019
  Town Of Sudbury, Ma
  Sudbury, MA
• 05/2015 → 05/2017
  Springfield College
  Springfield, MA
• 01/2021 → 02/2021
  Gwfs Equities, Inc.
  Enfield, CT
• 02/2021 → 06/2022
  Newport Group, Inc.
  Walnut Creek, CA
• 02/2021 → 06/2022
  Newport Group Securities, Inc.
  Lake Mary, FL
• 06/2022 → 03/2024
  Nationwide Investment Services Corporation
  Columbus, OH
• 03/2024 → Present
  T. Rowe Price
  Owings Mills, MD

Previous Registrations

• 2022-10-14 → 2024-04-16
  Nationwide Investment Advisors, Llc
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-01
• S63 Uniform Securities Agent State Law Examination
  2019-12-20

Other Names

• Kevin Edward Sugermeyer
• Kevin Sugermeyer