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Daniel Michael Middelton

T. Rowe Price Advisory Services, Inc.

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About Daniel Michael Middelton

Daniel Michael Middelton is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. based in Baltimore, Maryland. Daniel Michael Middelton has been in the securities industry since April 1994 and is currently registered with T. Rowe Price Advisory Services, Inc. in Maryland. Daniel Michael Middelton holds the following licenses: Series 6, Series 7, Series 24, Series 63, Series 65, and Series 66. Daniel Michael Middelton is a specialist in portfolio management for individuals and financial planning.

Firm Information

Daniel Middelton 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 Middelton’s Registration & Firm History

MD

05/06/2001 - Present

T. Rowe Price Advisory Services, Inc. (Baltimore MD)

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Licenses & Designations

BOTH

Issued 05/08/2001

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/10/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/1995

Series 7 - General Securities Representative Examination

BC

Issued 04/28/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Michael Middelton.
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