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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 | 2025-03-18 |
| PA | RA | APPROVED | 2025-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2016 | 08/2021 |
| Blackrock | Princeton | NJ | 08/2021 | 12/2024 |
| Blackrock Investments, Llc | Princeton | NJ | 08/2021 | 12/2024 |
| T. Rowe Price | Baltimore | MD | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-04 |
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