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Thomas John Kelly

T. Rowe Price Advisory Services, Inc.

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About Thomas John Kelly

Thomas Kelly is a financial advisor with T. Rowe Price Advisory Services, Inc. Thomas has been in the financial services industry since 1995 and is registered to provide investment advice in 55 states. Thomas holds the following licenses: Series 7, Series 31, Series 66, and Series 7TO. Thomas has experience working with individuals, corporations, and other businesses, helping them achieve their financial goals.

Firm Information

Thomas Kelly 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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Thomas Kelly’s Registration & Firm History

FL

05/05/2022 - Present

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

NY

02/25/2000 - 01/05/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

CA

02/27/1995 - 09/23/1999

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

PA

01/13/1992 - 04/20/1993

CIGNA SECURITIES, INC. (RADNOR PA)

NA

10/19/1990 - 03/19/1991

R.B. MARICH, INC.

NA

09/15/1988 - 11/05/1988

ULRICH FINANCIAL, INC.

NA

02/19/1986 - 07/17/1986

THE STUART-JAMES COMPANY, INC.

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Licenses & Designations

BOTH

Issued 08/08/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 02/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas John Kelly.
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