Skip to content

Bradley Dale Smith

Investment adviser representative at T. Rowe Price Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
$5.9BFirm assets
25 yearsFirm in business

Are you Bradley Dale Smith? Claim your profile

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

14 years in the industry.

  1. T. Rowe Price Advisory Services, Inc.Aug 2026 to now
  2. T Rowe PriceMar 2026 to now
  3. Colorado Department of Human ServicesSep 2024 to Mar 2026
  4. OracleNov 2021 to Sep 2024
  5. USAAApr 2021 to Oct 2021
  6. CarmaxSep 2020 to Mar 2021
  7. Security Service Federal Credit UnionJul 2020 to Sep 2020
  8. Progressive InsuranceJan 2020 to Jun 2020
  9. Employers Resource of ColoradoSep 2019 to Oct 2019
  10. USAAMar 2017 to Sep 2019
  11. United States ArmyMar 2012 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
8246218
Firm CRD
108958
Advisor's SEC record (opens in a new tab)
CallContact this firm