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Kevin Edward Sugermeyer

T. Rowe Price Advisory Services, Inc.

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About Kevin Edward Sugermeyer

Kevin Sugermeyer is an investment advisor representative who has been active in the industry since 2019. Kevin is currently registered with T. Rowe Price Advisory Services, Inc. and holds a Series 63 and Series 65 licenses. Kevin has also held previous positions with Nationwide Investment Services Corporation, Newport Group Securities, Inc., GWFS Equities, Inc., and MML Distributors, LLC. Kevin's areas of specialization include providing investment advice and financial planning services to individuals and corporations.

Firm Information

Kevin Sugermeyer 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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Kevin Sugermeyer’s Registration & Firm History

CT

04/26/2024 - Present

T. Rowe Price Advisory Services, Inc. (Somers CT)

OH

06/23/2022 - 04/16/2024

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

FL

03/07/2021 - 06/14/2022

NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)

CT

01/04/2021 - 02/11/2021

GWFS EQUITIES, INC. (ENFIELD CT)

CT

10/10/2019 - 01/04/2021

MML DISTRIBUTORS, LLC (ENFIELD CT)

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Licenses & Designations

IA

Issued 07/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2019

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

BC

Issued 07/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Edward Sugermeyer.
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