linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel J Tambellini

T. Rowe Price Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel J Tambellini

Daniel Tambellini is a financial advisor with over 20 years of experience in the financial services industry. Daniel is a Certified Financial Planner™ professional and currently works for T. Rowe Price Advisory Services, Inc. Daniel has held previous positions at Northwestern Mutual Investment Services, LLC, Wachovia Securities, Inc., and UBS Paine Webber Inc. Daniel is registered to offer securities and investment advisory services in all 50 states, as well as the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Daniel is dedicated to providing personalized financial advice and guidance to individuals and families.

Firm Information

Daniel Tambellini 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.

check

financial planning services

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

check

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.

check

percentage of assets

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

check

other

See schedule d

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Tambellini’s Registration & Firm History

MD

02/01/2017 - Present

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

MD

07/07/2003 - 01/06/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OWINGS MILLS MD)

MO

04/12/2002 - 04/30/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NJ

01/11/1999 - 11/16/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

Not sure if Daniel J Tambellini is right for you?

Licenses & Designations

IA

Issued 12/08/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel J Tambellini.
Not sure if Daniel J Tambellini is right for you?