Phillip Korenman has been President/Director of T. Rowe Price Advisory Services since January 2022, is a control person of the firm and directly owns under 5% of it.
T. Rowe Price Advisory Services, Inc. is an Owings Mills, MD firm with $5.9B under management, 13,517 clients and 66 advisers across 2 offices, as of its August 2026 filing.
- – present · 7 yearsOwings Mills, MD · Adviser representative · Firm CRD 108958
Investment adviser representative registrations
Phillip Korenman is registered as an investment adviser representative in Maryland, since August 2019.
- MarylandSince 19 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 66 | Uniform Combined State Law Examination | 19 August 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 16 March 2016 |
| Series 7 | General Securities Representative Examination | 11 December 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 July 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 July 2002 |
- Name
- Operations Professional Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 4531831
- Firm
- T. Rowe Price Advisory Services · CRD 108958
- Role
- President/Director
- Office
- 4525 PAINTERS MILL ROAD, Owings Mills, MD 21117
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Phillip Korenman work?
Phillip Korenman has been President/Director of T. Rowe Price Advisory Services, Inc. since January 2022, and is a control person of the firm.
Is Phillip Korenman a financial advisor?
Yes. Phillip Korenman has a current investment-adviser registration in Maryland, through T. Rowe Price Advisory Services since August 2019.
How many years of experience does Phillip Korenman have?
Phillip Korenman has 23 years in the financial industry, since February 2003, across 1 adviser firm.
What exams has Phillip Korenman passed?
Phillip Korenman has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 24, Series 66 and Series 99TO. The earliest, the Series 6, was passed in July 2002. FINRA credited Phillip Korenman with the SIE, which began in October 2018.
Where is Phillip Korenman based?
Phillip Korenman’s registered office is in Owings Mills, MD.
Is Phillip Korenman registered with FINRA?
Yes. Phillip Korenman has a current broker registration, under CRD 4531831.
Source: FINRA BrokerCheck
How can I verify Phillip Korenman’s record?
Search CRD 4531831 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Phillip Korenman’s full registration record.
