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Joseph B Carrara

Investment adviser representative at T. Rowe Price Advisory Services, Inc.
14 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

14 years in the industry.

  1. T. Rowe Price Advisory Services, Inc.Aug 2024 to now
  2. T Rowe PriceJul 2024 to now
  3. Charles Schwab & Co., Inc.Jun 2023 to Jun 2024
  4. Newage Beverage IncAug 2022 to Jun 2023
  5. Top Dollar PawnOct 2019 to Jul 2022
  6. Full-time EducationSep 2018 to Sep 2019
  7. 1440 Image ApparelMay 2018 to Aug 2018
  8. Full-time EducationAug 2012 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2024

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
7726113
Firm CRD
108958
Advisor's SEC record (opens in a new tab)
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