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Pedro A Rodriguez

T. Rowe Price Advisory Services, Inc.

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About Pedro A Rodriguez

Pedro A. Rodriguez is an investment advisor representative with T. Rowe Price Advisory Services, Inc. Pedro has been in the industry since 2012 and holds the following licenses: Series 7, Series 63, Series 66 and the SIE. Pedro is also registered in the state of Maryland and Massachusetts as an Investment Advisor Representative. Pedro has previously worked at GWFS EQUITIES, INC. and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. T. Rowe Price Advisory Services, Inc. is an investment advisor firm that provides financial planning and portfolio management services. They primarily serve individuals and corporations.

Firm Information

Pedro Rodriguez 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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Pedro Rodriguez’s Registration & Firm History

MA

12/21/2022 - Present

T. Rowe Price Advisory Services, Inc. (Marlborough MA)

MA

01/02/2015 - 05/31/2022

GWFS EQUITIES, INC. (ANDOVER MA)

MA

11/13/2012 - 01/02/2015

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

BOTH

Issued 06/02/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pedro A Rodriguez.
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