Skip to content

Lewis J Brown

Investment adviser representative at T. Rowe Price Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
$5.9BFirm assets
25 yearsFirm in business

Are you Lewis J Brown? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. T. Rowe Price Advisory Services, Inc.Apr 2020 to now
  2. T Rowe PriceMar 2020 to now
  3. Bank of America, N.A.Sep 2016 to Mar 2020
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 1 state (MD).

T. Rowe Price Advisory Services, Inc.

$5.9BAssets managed
13,517Clients
504Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2928328
Firm CRD
108958
Advisor's SEC record (opens in a new tab)
CallContact this firm