Xia-xiannee Elizalde
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- T. Rowe Price Advisory Services, Inc.Sep 2026 to now
- T. Rowe Price Investment Services, Inc.Oct 2025 to now
- French Truck CoffeeNov 2024 to Oct 2025
- UnemployedAug 2024 to Nov 2024
- Harmony ExtractsApr 2024 to Aug 2024
- UnemployedNov 2023 to Apr 2024
- Magnolia Rd.Aug 2023 to Nov 2023
- SchwazzeJan 2023 to Aug 2023
- 24 Hour FitnessNov 2022 to Jan 2023
- UnemployedMar 2022 to Nov 2022
- Charles Schwab & Co., Inc.Feb 2020 to Mar 2022
- Charles Schwab BankFeb 2020 to Mar 2022
- J.P. Morgan Securities LLCAug 2019 to Feb 2020
- JPMorgan Chase Bank, N.A.Aug 2019 to Feb 2020
- New York Life Insurance Co.Jun 2019 to Jul 2019
- Fidelity Personal and Workplace AdvisorsJul 2018 to May 2019
- Strategic Advisors LLCNov 2015 to Jul 2018
- Fidelity Brokerage Services LLCOct 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 66 · Uniform Combined State Law2026
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
- 6212894
- Firm CRD
- 108958