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Teri Elissa Forney

Investment adviser representative at T. Rowe Price Associates, Inc.
13 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

13 years in the industry.

  1. T. Rowe Price Associates, Inc.Feb 2024 to now
  2. T Rowe PriceJun 2021 to now
  3. Pikes Peak Lemonade CoOct 2020 to Dec 2021
  4. T Rowe PriceOct 2020 to Mar 2021
  5. Frankfurt School of Finance and ManagementAug 2019 to May 2020
  6. University of Colorado Colorado SpringsAug 2017 to May 2021
  7. Pikes Peak Lemonade CoAug 2017 to Jun 2019
  8. MauricesMar 2016 to Dec 2017
  9. Doherty High SchoolAug 2013 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
7402398
Firm CRD
105496
Advisor's SEC record (opens in a new tab)
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