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John P Alberto

T. Rowe Price Advisory Services, Inc.

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About John P Alberto

John P. Alberto is an investment advisor representative with T. Rowe Price Advisory Services, Inc. John has been in the industry since March 29, 2020 and has been registered with the state of Maryland since October 20, 2022. John is also registered with the state of Maryland as an Investment Advisor Representative. John was previously registered with NYLIFE SECURITIES LLC. John is licensed to sell securities in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. John has passed the Series 63, Series 66, Series 7, and the SIE exams. John's specialties include Financial Planning and Portfolio Management.

Firm Information

John Alberto 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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John Alberto’s Registration & Firm History

MD

10/20/2022 - Present

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

MD

03/06/2020 - 07/25/2022

NYLIFE SECURITIES LLC (TIMONIUM MD)

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Licenses & Designations

BOTH

Issued 10/19/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/11/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/06/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John P Alberto.
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