Daniel A Ortiz
Investment adviser representative at T. Rowe Price Associates, Inc.
13 yearsExperience
2 statesRegistered in
CFADesignation
$2.2TFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- T. Rowe Price Associates, Inc.Sep 2024 to now
- T. Rowe PriceAug 2024 to now
- Neuberger BermanSep 2022 to Aug 2024
- Pimco Investments LLCMay 2017 to Aug 2022
- Kbs Capital Markets GroupMar 2013 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, MD).
T. Rowe Price Associates, Inc.
$2.2TAssets managed
6,887Clients
223Advisers
79 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
- 5793146
- Firm CRD
- 105496