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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 2026-08-28
  • CO RA
    APPROVED
    Since 2026-08-28

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
T Rowe Price Colorado Springs CO 07/2026 Present
Financial Plans And Strategies Inc. Carmel IN 08/2025 12/2025
Valeo Financial Advisors Llc Carmel IN 06/2025 08/2025
15 Wealth / Gradepoint Financial Mundelein IL 05/2024 08/2024
Ts Financial Group Llc Lake Forest IL 05/2023 08/2023
Dominos Pizza Inc. Mundelein IL 05/2023 01/2024
Merit Club Country Club Libertyville IL 04/2020 08/2023
Pine Meadow Golf Club Mundelein IL 07/2019 08/2022
Butler University Indianapolis IN 08/2022 05/2026
Carmel Catholic High School Mundelein IL 08/2018 05/2022
St. Joseph Catholic School Libertyville IL 08/2010 06/2018
  • 07/2026 → Present
    T Rowe Price
    Colorado Springs, CO
  • 08/2025 → 12/2025
    Financial Plans And Strategies Inc.
    Carmel , IN
  • 06/2025 → 08/2025
    Valeo Financial Advisors Llc
    Carmel , IN
  • 05/2024 → 08/2024
    15 Wealth / Gradepoint Financial
    Mundelein, IL
  • 05/2023 → 08/2023
    Ts Financial Group Llc
    Lake Forest , IL
  • 05/2023 → 01/2024
    Dominos Pizza Inc.
    Mundelein, IL
  • 04/2020 → 08/2023
    Merit Club Country Club
    Libertyville , IL
  • 07/2019 → 08/2022
    Pine Meadow Golf Club
    Mundelein , IL
  • 08/2022 → 05/2026
    Butler University
    Indianapolis, IN
  • 08/2018 → 05/2022
    Carmel Catholic High School
    Mundelein, IL
  • 08/2010 → 06/2018
    St. Joseph Catholic School
    Libertyville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-01
  • S66 Uniform Combined State Law Examination
    2026-04-01
Other Names
  • Matthew Dallas Ellwanger

View on SEC IAPD

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