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Lee D Rodriguez mercado

T. Rowe Price Advisory Services, Inc.

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About Lee D Rodriguez mercado

Lee Rodriguez mercado is a financial advisor who has been working in the industry since 2016. Lee is currently registered with T. Rowe Price Advisory Services, Inc. and has previously worked with ROBINHOOD FINANCIAL, LLC and T. ROWE PRICE INVESTMENT SERVICES, INC. Lee holds multiple securities licenses, including Series 6, 7, 63, and 66. Lee's experience includes working with corporations and individuals, and Lee specializes in providing financial planning and portfolio management services.

Firm Information

Lee Rodriguez mercado 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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Lee Rodriguez mercado’s Registration & Firm History

FL

07/07/2022 - Present

T. Rowe Price Advisory Services, Inc. (Sanford FL)

FL

06/03/2021 - 06/14/2022

ROBINHOOD FINANCIAL, LLC (Lake Mary FL)

CO

07/29/2016 - 06/07/2021

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 12/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2017

Series 7 - General Securities Representative Examination

BC

Issued 07/29/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lee D Rodriguez mercado.
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