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Tracy Sam Kuddar

Investment adviser representative at T. Rowe Price Advisory Services, Inc.
4 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

4 years in the industry.

  1. T. Rowe Price Advisory Services, Inc.Feb 2020 to now
  2. T. Rowe PriceOct 2018 to now
  3. Mainland Regional High SchoolSep 2018 to Oct 2018
  4. Applebees Bar and GrillJan 2018 to Aug 2018
  5. Napa Auto PartsNov 2017 to May 2018
  6. Clancys By the BayNov 2017 to Jan 2018
  7. Ocean City Police DepartmentJun 2017 to Sep 2017
  8. Olive GardenFeb 2017 to May 2017
  9. United Parcel ServicesFeb 2017 to May 2017
  10. Baia RestaurantJun 2014 to Sep 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (MD).

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
7036300
Firm CRD
108958
Advisor's SEC record (opens in a new tab)
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