Eric Stevens
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.9BFirm assets
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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
10 years in the industry.
- T. Rowe Price Advisory Services, Inc.Sep 2026 to now
- T Rowe PriceSep 2026 to now
- Bank of America, N.ANov 2023 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to Jul 2026
- Doordash/instacart/ubereatsMay 2023 to Sep 2023
- Doordash/instacart/ubereatsJun 2022 to Apr 2023
- Equitable Advisors, LLCOct 2020 to May 2022
- UnemployedJun 2020 to Oct 2020
- Black Angus SteakhouseAug 2019 to Mar 2020
- Bank of AmericaJun 2019 to Aug 2019
- StarbucksJan 2019 to Apr 2019
- Sdsu Office of Housing AdministrationMay 2018 to Aug 2018
- Sdsu Residential Education OfficeAug 2017 to May 2018
- BonchonMay 2017 to Aug 2017
- San Diego State UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7290878
- Firm CRD
- 108958