Sydney A Wingate

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2024 → 09/2024
  Equitable Advisors, Llc
  New York, NY
• 12/2019 → Present
  The Blended Essentials
  Severna Park, MD
• 05/2023 → 08/2023
  Ellin & Tucker
  Baltimore, MD
• 08/2019 → 05/2023
  Washington College
  Chestertown, MD
• 08/2019 → 02/2023
  Washington College
  Chestertown, MD
• 09/2019 → 01/2021
  Bay Area Lacrosse Club
  Severna Park, MD
• 08/2015 → 07/2019
  Northeast High School
  Pasadena, MD
• 10/2024 → Present
  T. Rowe Price
  Owings Mills, MD

Other Businesses

The Blended Essentials: NOT investment-related; 562 Baltimore Annapolis Blvd, Severna Park, MD 21122; This business functions as a makers space for individuals to make candles, soaps, bath products, etc. I hold a bookkeeper/administrative assistant role started December of 2019; 8 hours a month devoted to this business - none during securities trading hours I maintain QuickBooks and paperwork regarding business expenses. I help plan and organize business events.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-06
• S63 Uniform Securities Agent State Law Examination
  2024-11-06

Other Names

• Sydney Wingate
• Syd Wingate
• Sydney Alexis Wingate