Raymond N Duncan
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
13 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
13 years in the industry.
- T. Rowe Price Advisory Services, Inc.Sep 2026 to now
- T Rowe PriceAug 2026 to now
- Mk On UMay 2025 to May 2026
- Phoenix Insurance ServicesFeb 2025 to Jul 2026
- Northwestern Mutual Wealth Management CompanyAug 2024 to Jul 2026
- Marschgallo LLCApr 2024 to Feb 2025
- Northwestern Mutual Investment Services LLCFeb 2024 to Jul 2026
- Joshua Dorfman FinancialAug 2023 to Jan 2024
- Towson University AbsoAug 2021 to Dec 2023
- Towson UniversityAug 2019 to May 2023
- Chipotle Mexican GrillAug 2018 to Jan 2020
- Middle and High SchoolJan 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
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
- 7792702
- Firm CRD
- 108958