Sophie Ann Chavanon
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
$5.9BFirm assets
25 yearsFirm in business
Are you Sophie Ann Chavanon? Claim your profile
Contact this firm
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
14 years in the industry.
- T. Rowe Price Advisory Services, Inc.Sep 2019 to now
- T. Rowe PriceJun 2017 to now
- Marigolds / Silver Star Investments LLCJan 2017 to May 2017
- Marigold Cafe and Bakery / Chavanon Restaurants LLCJun 2003 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
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
- 6811359
- Firm CRD
- 108958