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Hong Y Chiu

Investment adviser representative at T. Rowe Price Advisory Services, Inc.
13 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

13 years in the industry.

  1. T. Rowe Price Advisory Services, Inc.Nov 2022 to now
  2. T Rowe PriceJul 2022 to now
  3. Sunnylending LLCJun 2021 to May 2022
  4. Transamerica Financial Advisors, IncDec 2020 to Nov 2021
  5. World Financial Group, Inc.Oct 2020 to Nov 2021
  6. Freelance Financial ConsultantApr 2019 to Sep 2020
  7. Golden Meadow InvestmentFeb 2017 to Mar 2019
  8. One MediaJul 2013 to Feb 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019
  • Series 66 · Uniform Combined State Law2022

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
7324030
Firm CRD
108958
Advisor's SEC record (opens in a new tab)
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