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Brian David Sierer

T. Rowe Price Advisory Services, Inc.

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About Brian David Sierer

Brian David Sierer is an investment advisor representative at T. Rowe Price Advisory Services, Inc., a firm with over 2.5 billion dollars in assets under management. Brian's current registrations include an Investment Adviser Representative (IAR) registration in Colorado. He specializes in portfolio management for individuals and businesses and offers financial planning services.

Firm Information

Brian Sierer 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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Brian Sierer’s Registration & Firm History

CO

01/12/2016 - Present

T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)

CO

07/06/2005 - 06/19/2008

CHASE INVESTMENT SERVICES CORP. (COLORADO SPRINGS CO)

IL

01/16/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

AL

11/16/2001 - 11/14/2003

COMPASS BROKERAGE, INC. (BIRMINGHAM AL)

TX

08/15/2000 - 10/30/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

TX

08/15/2000 - 10/30/2001

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 01/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2015

Series 7 - General Securities Representative Examination

BC

Issued 08/14/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian David Sierer.
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