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Gregory Dean Stewart

T. Rowe Price Advisory Services, Inc.

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About Gregory Dean Stewart

Gregory Stewart has been a registered investment advisor since 1983. Gregory is currently registered with T. Rowe Price Advisory Services, Inc. and has been with the firm since 2008. Previously, Gregory was registered with Raymond James Financial Services, Inc. Gregory's areas of expertise include financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Gregory Stewart 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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Gregory Stewart’s Registration & Firm History

CO

06/04/2013 - Present

T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)

MO

01/04/1999 - 12/31/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (SEDALIA MO)

FL

04/08/1996 - 01/04/1999

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

NA

01/29/1988 - 04/11/1996

AMERICAN DISCOUNT SECURITIES, INC.

NA

04/19/1983 - 02/10/1988

B.C. CHRISTOPHER SECURITIES CO.

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Licenses & Designations

IA

Issued 01/31/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 07/11/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gregory Dean Stewart. Review regulatory record here.
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