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Benjamin Paul Defelice

T. Rowe Price Advisory Services, Inc.

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About Benjamin Paul Defelice

Benjamin Paul Defelice is an Investment Advisor Representative with T. Rowe Price Advisory Services, Inc. in Owings Mills, Maryland. Benjamin has been in the securities industry since October 2006 and has been associated with T. Rowe Price Advisory Services, Inc. since March 2007. Benjamin has been a registered Investment Advisor Representative in Maryland since June 4, 2013. Benjamin holds the following licenses: Series 6, 7, 24, 51, 66 and SIE. In addition to being an Investment Advisor Representative, Benjamin is also a paid lacrosse coach for a competitive youth lacrosse team in Maryland.

Firm Information

Benjamin Defelice is currently registered with T. Rowe Price Advisory Services, Inc.. T. Rowe Price Advisory Services, Inc. is an investment advisor headquartered in OWINGS MILLS, MD. The firm has 52 investment adviser representatives and manages approximately $2,563,768,510 in regulatory assets under management. They provide financial planning and portfolio management for individuals and corporations.
T. Rowe Price Advisory Services, Inc.

4515 PAINTERS MILLS ROAD

OWINGS MILLS, MD 21117

$2.56B

Assets Under Management

Not reported

Total Clients

415

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d

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Benjamin Defelice’s Registration & Firm History

MD

06/04/2013 - Present

T. Rowe Price Advisory Services, Inc. (Owings Mills MD)

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Licenses & Designations

BOTH

Issued 07/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2012

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/25/2012

Series 24 - General Securities Principal Examination

BC

Issued 03/01/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2007

Series 7 - General Securities Representative Examination

BC

Issued 10/27/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Paul Defelice.
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