Eduardo J Gelpi
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
9 yearsExperience
2 statesRegistered 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
9 years in the industry.
- T. Rowe Price Advisory Services, Inc.Nov 2025 to now
- T. Rowe PriceSep 2025 to now
- Edelman Financial EnginesApr 2025 to Sep 2025
- LPL Financial LLCDec 2023 to Apr 2025
- Ally Invest AdvisorsNov 2023 to Dec 2023
- Ally Invest Securities LLCNov 2023 to Dec 2023
- Thrivent FinancialJul 2023 to Oct 2023
- Thrivent Investment Management IncJul 2023 to Oct 2023
- UnemployedMay 2023 to Jul 2023
- Ameriprise Financial Services, LLCOct 2021 to May 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2021
- Wells Fargo Advisors, LLCMay 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MD, NC).
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
- 3229752
- Firm CRD
- 108958