Philip I Lo
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
11 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
11 years in the industry.
- T. Rowe Price Advisory Services, Inc.Aug 2024 to now
- T. Rowe PriceJul 2022 to now
- Ejji RamenAug 2021 to Jul 2022
- AmazonJun 2020 to Jul 2021
- Instill LLCJan 2020 to May 2020
- UnemployedMar 2019 to Jan 2020
- CyprianaJan 2017 to Mar 2019
- Royal FarmsJan 2015 to Jan 2017
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 (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
- 7727262
- Firm CRD
- 108958