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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 2025-03-05
  • CO RA
    APPROVED
    Since 2025-03-05

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
Armed Forces Fort Knox KY 07/2016 Present
First Command Brokerage Services Fort Worth TX 02/2022 05/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2022 03/2023
Northwestern Mutual Investment Services Llc Colorado Spgs CO 12/2022 03/2023
T. Rowe Price Colorado Springs CO 03/2023 12/2024
T. Rowe Price Colorado Springs CO 12/2024 Present
  • 07/2016 → Present
    Armed Forces
    Fort Knox, KY
  • 02/2022 → 05/2022
    First Command Brokerage Services
    Fort Worth, TX
  • 08/2022 → 03/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2022 → 03/2023
    Northwestern Mutual Investment Services Llc
    Colorado Spgs, CO
  • 03/2023 → 12/2024
    T. Rowe Price
    Colorado Springs, CO
  • 12/2024 → Present
    T. Rowe Price
    Colorado Springs, CO
Other Businesses

Name of business: U.S Army Colorado National Guard Not Investment Related Address: 9510 Voyager Pkwy, Colorado Springs, CO 80920 Nature of the business: Military Service Position: Squad Leader Title: Sergeant Start Date: December 2019 Approx. Hours a Month: 20 hours (One weekend a month, hours can vary depending on length of 'drill') Approx Hours devoted during trading hours: 0 hours (If drill is only on Sat-Sun. Some drills occasionally extend into the business work week) Duties: 11C - Indirect Fire Infantryman. Squad leader of a mortar team.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-24
  • S66 Uniform Combined State Law Examination
    2025-02-24
Other Names
  • Scott Thomas Wasilkoff
  • Scott Thomas Wasilkoff

View on SEC IAPD

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