TrueAdvisor
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AE
CFP
AE
CFP

Agron Elmazi

T. Rowe Price Advisory Services, INC.
15 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
T. Rowe Price Advisory Services, INC.
Compensation
Fee-Only (AUM)
Firm Size
420 advisors
Number of Clients
10,014 clients
Average Client Portfolio
$386K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

Weeki Wachee, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
October 2023 - Present · 2 yrs 4 mos
T. Rowe Price Advisory Services, INC.
October 2023 - Present · 2 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
June 2021 - October 2023 · 2 yrs 4 mos
Fidelity Brokerage Services LLCBroker
June 2021 - October 2023 · 2 yrs 4 mos
T. Rowe Price Advisory Services, INC.
April 2014 - July 2019 · 5 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
March 2014 - July 2019 · 5 yrs 4 mos
Hsbc Securities (USA) INC.Broker
October 2005 - April 2008 · 2 yrs 6 mos
Uvest Financial Services Group, INC.Broker
May 2003 - September 2005 · 2 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
December 2000 - June 2001 · 6 mos
American Express Financial Advisors INC.Broker
August 2000 - September 2000 · 1 mo
Ids Life Insurance CompanyBroker
August 2000 - September 2000 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.