Daniel J Tambellini
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.9BFirm assets
Are you Daniel J Tambellini? Claim your profile
Contact this firm
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
23 years in the industry.
- T. Rowe Price Advisory Services, Inc.Feb 2017 to now
- T. Rowe PriceJan 2017 to now
- Northwestern Mutual Wealth Management CompanyFeb 2010 to Jan 2017
- Northwestern Mutual Investment Services, LLCJul 2003 to Jan 2017
- Howard D. Goldman IiiMay 2003 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1998
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
- 3125595
- Firm CRD
- 108958