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Lauren Jessie Greenbaum

Investment adviser representative at T. Rowe Price Advisory Services, Inc.
10 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

10 years in the industry.

  1. T. Rowe Price Advisory Services, Inc.May 2022 to now
  2. T. Rowe PriceMar 2022 to now
  3. M&t BankAug 2020 to Mar 2022
  4. UnemployedMay 2020 to Aug 2020
  5. Loyola University MarylandAug 2016 to May 2020

Exams passed

  • 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
7518966
Firm CRD
108958
Advisor's SEC record (opens in a new tab)
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