David L Steinberg
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
18 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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
18 years in the industry.
- T. Rowe Price Advisory Services, Inc.Sep 2026 to now
- T. Rowe PriceJul 2026 to now
- UnemployedApr 2026 to Jul 2026
- Advised Assets Group, LLCMar 2022 to Apr 2026
- Gwfs Equities, IncMar 2022 to Apr 2026
- T. Rowe PriceJan 2019 to Mar 2022
- UnemployedJun 2018 to Jan 2019
- The Ayco Company, L.p./mercer AlliedMar 2008 to Jun 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 3129325
- Firm CRD
- 108958