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Stephen Alex Mezzei

T. Rowe Price Advisory Services, Inc.

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About Stephen Alex Mezzei

Stephen Mezzei is an investment advisor representative at T. Rowe Price Advisory Services, Inc. Stephen has been in the securities industry since March 6, 2004. Stephen has passed multiple securities exams including Series 6, 7, 24, 53, 63, 66 and SIE. Stephen is registered to provide investment advice in 53 states and the District of Columbia. Stephen's firm, T. Rowe Price Advisory Services, Inc., manages approximately $2.5 billion in assets.

Firm Information

Stephen Mezzei 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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Stephen Mezzei’s Registration & Firm History

MD

10/01/2015 - Present

T. Rowe Price Advisory Services, Inc. (OWINGS MILLS MD)

MN

03/10/2003 - 03/21/2003

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 02/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2019

Series 30 - NFA Branch Manager Examination

BC

Issued 08/15/2017

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/08/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/07/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Alex Mezzei.
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