Cody B Cassel
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.
- T. Rowe Price Advisory Services, Inc.Jan 2026 to now
- T. Rowe PriceSep 2025 to now
- PNC BankMay 2020 to Sep 2025
- Renewal By AndersenFeb 2020 to Apr 2020
- Le Meridien IndianapolisApr 2019 to Jan 2020
- Cherokee Nation EntertainmentNov 2017 to Mar 2019
- Extended TravelFeb 2017 to Oct 2017
- Oakstar BankJan 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8163235
- Firm CRD
- 108958