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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
CO RA APPROVED 2025-02-26
  • CO RA
    APPROVED
    Since 2025-02-26

Branch Locations

2220 Briargate Parkway, Colorado Springs, CO 80920 • 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
Kestra Investment Services Llc Austin TX 03/2015 05/2019
Usaa Financial Advisors, Inc San Antonio TX 06/2019 06/2019
Strategic Staffing Solutions San Antonio TX 06/2019 06/2019
Victory Capital Services Brooklyn OH 07/2019 09/2024
Victory Capital Management San Antonio TX 07/2019 09/2024
Unemployed San Antonio TX 10/2024 12/2024
T. Rowe Price Colorado Springs CO 01/2024 Present
  • 03/2015 → 05/2019
    Kestra Investment Services Llc
    Austin, TX
  • 06/2019 → 06/2019
    Usaa Financial Advisors, Inc
    San Antonio, TX
  • 06/2019 → 06/2019
    Strategic Staffing Solutions
    San Antonio, TX
  • 07/2019 → 09/2024
    Victory Capital Services
    Brooklyn, OH
  • 07/2019 → 09/2024
    Victory Capital Management
    San Antonio, TX
  • 10/2024 → 12/2024
    Unemployed
    San Antonio, TX
  • 01/2024 → Present
    T. Rowe Price
    Colorado Springs, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-27
S63 Uniform Securities Agent State Law Examination 2019-06-04
  • S65 Uniform Investment Adviser Law Examination
    2021-12-27
  • S63 Uniform Securities Agent State Law Examination
    2019-06-04
Other Names
  • Bret Freebing
  • Breton Stewart Freebing

View on SEC IAPD

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