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T. Rowe Price Advisory Services, Inc. CRD 108958
$5.90B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-10-16 |
| FL | RA | APPROVED | 2023-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T Rowe Price | Tampa | FL | 08/2013 | 03/2019 |
| Morgan Stanley | Temple Terrace | FL | 03/2019 | 05/2019 |
| Usaa Financial Advisors, Inc. | Tampa | FL | 05/2019 | 05/2020 |
| Usaa Financial Planning Services | Tampa | FL | 05/2019 | 05/2020 |
| Usaa Investment Management Company | Tampa | FL | 05/2019 | 05/2020 |
| Charles Schwab & Co., Inc. | Temple Terrace | FL | 05/2020 | 08/2023 |
| T Rowe Price | Baltimore | MD | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-06 |
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