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Magaly H Williams

T. Rowe Price Advisory Services, Inc.

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About Magaly H Williams

Magaly Williams is a financial advisor with T. Rowe Price Advisory Services, Inc., located in Fort Lauderdale, FL. Magaly has been in the financial services industry since 2015 and holds the Series 7, Series 63, Series 66 and Series 24 licenses. Magaly has experience with a wide range of financial products and services. Magaly also has experience with Raymond James & Associates, Inc. and Foreside Funds Distributors LLC.

Firm Information

Magaly Williams 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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Magaly Williams’s Registration & Firm History

FL

09/20/2024 - Present

T. Rowe Price Advisory Services, Inc. (Fort Lauderdale FL)

FL

11/18/2022 - 11/16/2023

FORESIDE FUNDS DISTRIBUTORS LLC (BOCA RATON FL)

FL

03/06/2019 - 04/11/2022

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

03/06/2019 - 06/16/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)

FL

10/10/2014 - 02/25/2019

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 06/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Magaly H Williams.
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