Bansari Patel
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
9 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
9 years in the industry.
- T. Rowe Price Advisory Services, Inc.Jan 2025 to now
- T. Rowe Price Investment Services, Inc.Dec 2024 to now
- Equitable Advisors, LLCJun 2024 to Dec 2024
- UnemployedMay 2023 to May 2024
- Conrad Siegel Investment AdvisorsMar 2021 to Apr 2023
- LPL Financial LLCMar 2020 to Mar 2021
- Northwest BankMar 2020 to Mar 2021
- Hershey Medical CenterSep 2019 to Mar 2020
- Choice OutletsAug 2018 to Sep 2019
- UnemployedMar 2018 to Aug 2018
- MML Investors ServicesJan 2016 to Mar 2018
- MassmutualNov 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2024
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
- 6592488
- Firm CRD
- 108958