Joseph Gilmartin Werling
Investment adviser representative at T. Rowe Price Associates, Inc.
11 yearsExperience
1 stateRegistered in
$2.2TFirm assets
79 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- T. Rowe Price Associates, Inc.Jan 2024 to now
- T. Rowe PriceOct 2023 to now
- Bank of America, N.A.Apr 2020 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Oct 2023
- UnemployementMar 2020 to Apr 2020
- Power Home RemodelingMar 2020 to Mar 2020
- UnemployementJan 2020 to Feb 2020
- M&t BankNov 2015 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
T. Rowe Price Associates, Inc.
$2.2TAssets managed
6,887Clients
223Advisers
79 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
- 7248813
- Firm CRD
- 105496