Eric Soto
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- T. Rowe Price Advisory Services, Inc.Dec 2024 to now
- T. Rowe PriceSep 2024 to now
- Em Management ConsultingNov 2023 to Feb 2024
- J.P. Morgan Securities LLCJun 2023 to Sep 2024
- JPMorgan Chase Bank, N.A.Jun 2023 to Sep 2024
- Wells Fargo Bank, N.A.Feb 2023 to May 2023
- Wells Fargo Clearing Services LLCFeb 2023 to Apr 2023
- J.P. Morgan Securities LLCSep 2021 to Feb 2023
- JPMorgan Chase Bank, N.A.Sep 2021 to Feb 2023
- Amazon.comMar 2021 to Mar 2021
- Wells FargoOct 2019 to Sep 2021
- TargetNov 2016 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, PA).
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
- 7451463
- Firm CRD
- 108958