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Adrian I Burgos

T. Rowe Price Investment Services, Inc.

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About Adrian I Burgos

Adrian Burgos is a financial advisor who has been in the industry since 1997. Adrian is currently registered with T. Rowe Price Investment Services, Inc. Adrian has a wide range of experience, having previously worked at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, BlackRock Investments, Inc., FAM Distributors, Inc., and Piper Jaffray & Co. Adrian is licensed to provide investment advice in all 50 states, as well as in Puerto Rico and the Virgin Islands. Adrian holds several securities licenses, including the Series 3, Series 7, Series 55, Series 57TO, and Series 66. Adrian also holds the SIE exam.

Firm Information

Adrian Burgos is currently registered with T. Rowe Price Investment Services, Inc.. T. Rowe Price Investment Services, Inc. is a corporation formed on June 10, 1980. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It has one regulatory event and three arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

612

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adrian Burgos’s Registration & Firm History

MD

07/26/2022 - Present

T. Rowe Price Investment Services, Inc. (BALTIMORE MD)

NJ

05/29/2007 - 06/03/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NY

09/29/2006 - 12/05/2007

BLACKROCK INVESTMENTS, INC. (NEW YORK NY)

NY

02/08/2005 - 09/29/2006

FAM DISTRIBUTORS, INC. (NEW YORK NY)

MN

12/20/1996 - 04/01/2004

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/31/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 11/22/2022

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/19/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adrian I Burgos.
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