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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-11 |
| AZ | RA | APPROVED | 2022-09-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2015 | 10/2020 |
| T Rowe Price | Colorado Springs | CO | 01/2022 | 07/2026 |
| Infosys Bpm | Phoenix | AZ | 10/2020 | 12/2021 |
| T Rowe Price | Colorado Springs | CO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-04 |
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