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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 | 2025-03-18 |
| MD | RA | APPROVED | 2025-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 16112 4Th St E | Redington Beach | FL | 08/2022 | 12/2023 |
| Plexilast | Greeley | CO | 01/2015 | 05/2017 |
| Vanguard Marketing Corporation | Indian Rocks Beach | FL | 08/2008 | 12/2021 |
| Ars Wealth Advisors | St. Petersburg | FL | 02/2022 | 11/2022 |
| Rental Property | Seminole | FL | 06/2020 | 06/2022 |
| T. Rowe Price | Loveland | CO | 01/2025 | Present |
| The Vanguard Group, Inc. | Redington Beach | FL | 08/2008 | 12/2021 |
| 4093 70Th Terrace N Llc | Pinellas Park | FL | 12/2014 | 04/2024 |
| J.P. Morgan Securities Llc | Largo | FL | 04/2023 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | Largo | FL | 04/2023 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-02 |
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