Michael David Moschetta
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
18 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
18 years in the industry.
- T. Rowe Price Advisory Services, Inc.Sep 2025 to now
- T. Rowe Price, IncAug 2025 to now
- Ascensus Broker Dealer Services LLCFeb 2020 to Aug 2025
- Cuna Brokerage ServicesMar 2017 to Feb 2020
- Cuna Mutual GroupMar 2017 to Feb 2020
- Neuberger Berman LLCMar 2011 to Mar 2017
- Neuberger Berman Management LLCSep 2008 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (MD, PA).
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
- 4415528
- Firm CRD
- 108958