Daniel A Ortiz

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

• 03/2013 → 05/2017
  Kbs Capital Markets Group
  Newport Beach, CA
• 05/2017 → 08/2022
  Pimco Investments Llc
  Newport Beach, CA
• 09/2022 → 08/2024
  Neuberger Berman
  Huntington Beach, CA
• 08/2024 → Present
  T. Rowe Price
  Huntington Beach, CA

Previous Registrations

• 2022-09-08 → 2024-09-05
  Neuberger Berman Bd Llc
  Huntington Beach, CA
  New York, NY
  Huntington Beach, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-06-22

Designations

• Chartered Financial Analyst

Other Names

• Daniel A Ortiz
• Daniel Alan Ortiz