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Andrew R Hoffman

Investment adviser representative at T. Rowe Price Advisory Services, Inc.
12 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

12 years in the industry.

  1. T. Rowe Price Advisory Services, Inc.Oct 2023 to now
  2. T. Rowe PriceJun 2023 to now
  3. UnemployedJan 2023 to Jun 2023
  4. South River Mortgage LLCOct 2022 to Jan 2023
  5. Newrez LLCOct 2021 to Sep 2022
  6. Newday USA LLCJul 2020 to Aug 2021
  7. Americorps City YearAug 2018 to Jun 2020
  8. Greenspring Valley Hunt ClubJun 2015 to Nov 2017
  9. Towson UniversityAug 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7766464
Firm CRD
108958
Advisor's SEC record (opens in a new tab)
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