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Zeyn E Desai

T. Rowe Price Advisory Services, Inc.

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About Zeyn E Desai

Zeyn Desai is an investment advisor representative registered with T. Rowe Price Advisory Services, Inc. Zeyn has been working in the securities industry since December 1996. Zeyn is registered in 53 states and the District of Columbia, as well as with FINRA. Prior to joining T. Rowe Price, Zeyn worked with PNC Investments.

Firm Information

Zeyn Desai 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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Zeyn Desai’s Registration & Firm History

MD

08/05/2019 - Present

T. Rowe Price Advisory Services, Inc. (Owings Mills MD)

MD

07/01/2013 - 10/25/2018

PNC INVESTMENTS (ELLICOT CITY MD)

MD

05/27/2009 - 06/14/2012

PNC INVESTMENTS (COLUMBIA MD)

MD

10/20/2004 - 01/29/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BALTIMORE MD)

NY

11/05/2002 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

10/15/1996 - 10/29/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/04/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zeyn E Desai.
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