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Holly Rae Ornelas

T. Rowe Price Associates, Inc.

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About Holly Rae Ornelas

Holly Ornelas is a registered representative with T. Rowe Price Associates, Inc. Holly has been in the securities industry since 2001 and has experience working with a variety of clients, including individuals, high-net-worth individuals, investment companies, and pooled investment vehicles. Holly holds Series 7, Series 63, and Series 66 licenses. Holly is also a member of the Foundation for San Mateo County Libraries.

Firm Information

Holly Ornelas is currently registered with T. Rowe Price Associates, Inc.. T. Rowe Price Associates, Inc. is a Baltimore, MD-based investment advisor with over $1.75 trillion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors and portfolio management for businesses. T. Rowe Price Associates, Inc. serves a wide range of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
T. Rowe Price Associates, Inc.

100 EAST PRATT STREET

BALTIMORE, MD 21202

$1.75T

Assets Under Management

51

Total Clients

208

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Holly Ornelas’s Registration & Firm History

CA

06/04/2021 - Present

T. Rowe Price Associates, Inc. (San Mateo CA)

KS

10/14/2020 - 04/30/2021

IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)

KS

10/14/2020 - 04/21/2021

WADDELL & REED (OVERLAND PARK KS)

NC

12/13/2005 - 01/16/2020

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

NY

03/02/2000 - 08/16/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 12/20/2005

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/17/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Holly Rae Ornelas.
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