Adam Byard is a registered investment advisor at T. Rowe Price Associates, INC., based in Powell, OH, with 16 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Powell, OH

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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 Associates, INC.
February 2019 - Present · 7 yrs 2 mos
T. Rowe Price Investment Services, INC.
June 2018 - Present · 7 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
June 2018 - Present · 7 yrs 10 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
November 2018 - February 2019 · 3 mos
J.P. Morgan Institutional Investments INC.Broker
January 2012 - June 2018 · 6 yrs 5 mos
Jpmorgan Distribution Services, INC.Broker
January 2010 - December 2011 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Adam Byard - Financial Advisor | TrueAdvisor