Daniel J Martinez
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
16 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
16 years in the industry.
- T. Rowe Price Advisory Services, Inc.Jun 2020 to now
- T Rowe PriceOct 2018 to now
- ApplebeesFeb 2018 to May 2018
- Muscle Maker GrillDec 2017 to Feb 2018
- Home AdvisorSep 2017 to Nov 2017
- Montclair State UniversitySep 2013 to May 2017
- Baia RestaurantJun 2010 to Aug 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
- 7040216
- Firm CRD
- 108958