Charles L Pizzillo
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- T. Rowe Price Advisory Services, Inc.May 2023 to now
- T. Rowe PriceMay 2023 to now
- Lincoln Financial Advisors CorporationJul 2021 to Apr 2023
- Park Avenue SecuritiesNov 2018 to Jul 2021
- Guardian Life Insurance CompanySep 2018 to Jul 2021
- Morgan StanleyFeb 2018 to Sep 2018
- Morgan Stanley Private Bank, N.A.Feb 2018 to Sep 2018
- T. Rowe PriceFeb 2013 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6161763
- Firm CRD
- 108958