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Daniel James Nelson

T. Rowe Price Advisory Services, Inc.

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About Daniel James Nelson

Daniel Nelson is a financial advisor with over 10 years of experience in the industry. Daniel has been with T. Rowe Price Advisory Services, Inc. since May 2017 and is registered in Florida and Maryland. Daniel's prior experience includes working with FRANKLIN/TEMPLETON DISTRIBUTORS, INC. in St. Petersburg, FL and CITIGROUP GLOBAL MARKETS INC. in Green Bay, WI. Daniel holds FINRA Series 7, 63, and 66 licenses as well as the SIE exam. Daniel's specialties include providing financial planning and portfolio management for individuals.

Firm Information

Daniel Nelson 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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Daniel Nelson’s Registration & Firm History

FL

06/12/2019 - Present

T. Rowe Price Advisory Services, Inc. (Clearwater FL)

FL

06/21/2007 - 04/10/2017

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

WI

09/04/2006 - 06/11/2007

CITIGROUP GLOBAL MARKETS INC. (GREEN BAY WI)

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Licenses & Designations

BOTH

Issued 06/02/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel James Nelson.
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