Emily Herstein
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.9BFirm assets
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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
12 years in the industry.
- T. Rowe Price Advisory Services, Inc.Aug 2019 to now
- T Rowe PriceJul 2019 to now
- M. S. Howells & Co.May 2018 to Jul 2018
- Jemma Investment Advisors LLC dba Jemma Financial ServicesFeb 2017 to Jun 2019
- Suntrust Advisory ServicesSep 2016 to Feb 2017
- Suntrust Investment Services, IncMay 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2006
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
- 3082026
- Firm CRD
- 108958