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Erica L Monroe

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.Sep 2023 to now
  2. T. Rowe PriceJul 2023 to now
  3. New Energy EquityMay 2022 to Jun 2023
  4. Bdo USA LLPJan 2021 to Apr 2022
  5. UnemployedAug 2020 to Jan 2021
  6. Bdo USA LLPJun 2020 to Jul 2020
  7. Bdo USA LLPJun 2019 to Aug 2019
  8. University of MarylandAug 2018 to May 2020
  9. Greenridge Baptist ChurchJun 2018 to Aug 2018
  10. Genesis Engineering SolutionsOct 2017 to Dec 2017
  11. Genesis Engineering SolutionsJun 2017 to Aug 2017
  12. Montgomery CollegeAug 2016 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
7783194
Firm CRD
108958
Advisor's SEC record (opens in a new tab)
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