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Brendan Kyle Flannery

T. Rowe Price Advisory Services, Inc.

Zephyrhills, FL

CRD 6310199

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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
MD RA APPROVED 2024-10-22
FL RA APPROVED 2023-06-19
CO RA APPROVED 2022-12-05
  • MD RA
    APPROVED
    Since 2024-10-22
  • FL RA
    APPROVED
    Since 2023-06-19
  • CO RA
    APPROVED
    Since 2022-12-05

Branch Locations

Zephyrhills, FL • 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
T. Rowe Price Tampa FL 02/2014 Present
  • 02/2014 → Present
    T. Rowe Price
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
S63 Uniform Securities Agent State Law Examination 2014-12-12
  • S66 Uniform Combined State Law Examination
    2022-12-02
  • S63 Uniform Securities Agent State Law Examination
    2014-12-12

View on SEC IAPD

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