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Matthew Wenzlaff

Investment adviser representative at T. Rowe Price Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$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

11 years in the industry.

  1. T. Rowe Price Advisory Services, Inc.Feb 2019 to now
  2. T Rowe PriceFeb 2019 to now
  3. The Prudential Insurance Company of AmericaFeb 2016 to Feb 2019
  4. Pruco Securities,LLCNov 2015 to Feb 2019

Designations

  • ChFC®

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016
  • Series 63 · Uniform Securities Agent State Law2018

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
6588844
Firm CRD
108958
Advisor's SEC record (opens in a new tab)
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