Michael Fox

Financial advisor at T. Rowe Price Advisory Services, Inc. · Gastonia, NC

Last updated 2026-10-10

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Michael Fox is a financial advisor at T. Rowe Price Advisory Services, Inc. in Gastonia, NC, CRD 4521329. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2012-10-19.

Registration

CRD number
4521329
Registration status
Active
IAPD registration
2012-10-19
Industry Experience
13 years
Work Experience
15 years
States registered
MD, NC

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2011-01 to 2025-04 · Hewitt Finacial Services LLC · Charlotte, NC
  • 2011-01 to 2025-04 · Hewitt Associates LLC · Charlotte, NC
  • 2025-04 to Present · T. Rowe Price · Owings Mills, MD

Current employment

SEC IAPD record for Michael Fox

T. Rowe Price Advisory Services, Inc.

Regulatory AUM
$5,899,382,003
Registered advisors
506
Offices
69
Clients per advisor
26.7 (Low)
Average AUM per client
$436.4K (Low)
High-net-worth client ratio
0.0% (Low)

T. Rowe Price Advisory Services, Inc.: advisors, services and reported ETF investments

About

Michael Fox is a financial advisor at T. Rowe Price Advisory Services, Inc. in Gastonia, NC. Reported securities licenses include Series 63 and Series 66. The latest record indicates 13 years of industry experience and 15 years of reported work history.

T. Rowe Price Advisory Services, Inc.'s firm-level Form ADV reports 506 advisors across 69 offices; approximately 26.7 clients per advisor, average assets per client of $436,442, and regulatory AUM of $5.9B; client categories including Individuals (non-HNW) and Corporations or other businesses; services including Financial Planning Services and Portfolio Management: Individuals and Small Businesses.

What this firm offers

Filed by T. Rowe Price Advisory Services, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management
  • Other

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Sponsor or GP of Pooled Investment Vehicl

Location

Gastonia, NC

1 advisor at this office.

T. Rowe Price Advisory office in Gastonia, NC

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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