Heidi Christine Kaney

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:

Current Employers

T. Rowe Price Associates, Inc.

1307 Point Street, Baltimore, MD 21231 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2019-02-05
MD	RA	APPROVED	2019-02-05

CA RA
APPROVED

Since 2019-02-05
MD RA
APPROVED

Since 2019-02-05

Branch Locations

San Francisco, CA • 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

Organization	City	State	From	To
T.ROwe Price	Baltimore	MD	11/2013	07/2026
T Rowe Price	Baltimore	MD	07/2026	Present

11/2013 → 07/2026

T.ROwe Price

Baltimore, MD
07/2026 → Present

T Rowe Price

Baltimore, MD

Previous Registrations

2017-08-30 → 2019-02-05

T. Rowe Price Advisory Services, Inc.

San Francisco, CA

San Francisco, CA
2011-09-01 → 2013-10-31

Nuveen Asset Management, Llc

Chicago, IL
2008-04-08 → 2011-09-01

Nuveen Fund Advisors, Llc

Chicago, IL

Other Businesses

Barre Union Non-Investment Related San Francisco, California Fitness studio Fitness instructor Instructor of fitness classes. 12/01/25 12 hours per month 6 during trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-08-29
S63	Uniform Securities Agent State Law Examination	1997-04-21

S65 Uniform Investment Adviser Law Examination

2017-08-29
S63 Uniform Securities Agent State Law Examination

1997-04-21

Other Names

Heidi C Kaney

View on SEC IAPD