Brian P Malone
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$5.9BFirm assets
25 yearsFirm in business
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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
11 years in the industry.
- T. Rowe Price Advisory Services, Inc.Jul 2024 to now
- T. Rowe PriceMay 2024 to now
- PNC Private BankSep 2022 to May 2024
- JP Morgan Chase Bank, N.A.Sep 2019 to Aug 2022
- JP Morgan Securities, LLCSep 2019 to Aug 2022
- Edward JonesJul 2017 to Sep 2019
- Ridgeworth Capital Management LLCJan 2015 to May 2017
- Ridgeworth Distributors LLCJan 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2005
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
- 3109563
- Firm CRD
- 108958