Sophia Kelly
Investment adviser representative at T. Rowe Price Associates, Inc.
10 yearsExperience
1 stateRegistered in
$2.2TFirm assets
79 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- T. Rowe Price Associates, Inc.Sep 2026 to now
- T. Rowe PriceJun 2026 to now
- T. Rowe PriceMay 2025 to Aug 2025
- Looney's PubAug 2024 to May 2026
- LoonaseaMay 2024 to Dec 2024
- Crossroads Co.labMay 2024 to Aug 2024
- University of Maryland, Smith School of BusinessJan 2024 to May 2024
- Mulligan's GrillJan 2023 to May 2023
- University of Maryland, College ParkAug 2022 to May 2026
- Baltimore Country ClubMay 2021 to Aug 2023
- Urban Crab ShackJan 2021 to May 2021
- Rita's Italian IceMay 2019 to Oct 2019
- Notre Dame PreparatoryAug 2018 to May 2022
- UnemployedJan 2016 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
T. Rowe Price Associates, Inc.
$2.2TAssets managed
6,887Clients
223Advisers
79 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
- 8111261
- Firm CRD
- 105496