Chase Nelson, financial advisor Owings Mills MD

Chase Nelson

CRD Number: 6673903
Current Firm: T. Rowe Price Advisory Services, Inc.

Chase Nelson (CRD# 6673903) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Owings Mills, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
T Rowe Price Owings Mills, MD Jun 2021 - Current < 1
Unemployed Baltimore, MD Apr 2021 - Jun 2021 < 1
Bank Of America, N.a. Hunt Valley, MD Oct 2019 - Apr 2021 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley, MD Jan 2018 - Oct 2019 1
State Employees Credit Union Linthicuim, MD Apr 2017 - Jan 2018 < 1
Unemployed Towson, MD Feb 2017 - Apr 2017 < 1
K F Discount Fuel Hempstead, NY Sep 2016 - Feb 2017 < 1
Meyers Associate New York, NY Jun 2016 - Sep 2016 < 1
Quick Chek Elizabeth, NJ Nov 2015 - May 2016 < 1
Kean University Union, NY Sep 2012 - Oct 2015 3
Lynbrook High School Lynbrook, NY Sep 2008 - Sep 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Chase Nelson
Phone Number: 410-345-2000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    729
    MILLIONS
  • Total Number of Accounts
    2,694
    ACCOUNTS
  • Average Account Value
    $270,538
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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