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Steven C. Hixson

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CRD#: 1128437
SH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Carlton Hixson, who also goes by Steve Carlton Hixson, Steve Hixson, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1996. Steven had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Carlton Hixson | Steve Hixson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 27, 2004 - January 26, 2015

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA
CRD#: 108958
COLORADO SPRINGS, CO
Past

January 27, 2004 - January 26, 2015

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
COLORADO SPRINGS, CO
Past

September 9, 2003 - January 8, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
COLORADO SPRINGS, CO
Past

September 9, 2003 - January 8, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

December 10, 2002 - September 4, 2003

ATLAS SECURITIES, LLC

BD
CRD#: 20991
SAN LEANDRO, CA
Past

October 16, 2002 - December 10, 2002

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
LAKEWOOD, CO
Past

August 14, 2002 - December 10, 2002

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

December 20, 2001 - August 23, 2002

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA
CRD#: 108958
COLORADO SPRINGS, CO
Past

August 3, 2000 - August 28, 2002

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD
Past

August 1, 1997 - July 21, 2000

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BOSTON, MA
Past

May 9, 1996 - May 28, 1997

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
WEST DES MOINES, IA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
T. ROWE PRICE ADVISORY SERVICES, INC.
T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958 / SEC#: 801-58098

RIA
Registered Investment Advisory firm - (11/17/2000 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TR
T. ROWE PRICE ADVISORY SERVICES, INC.
T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958 / SEC#: 801-58098

RIA
Registered Investment Advisory firm - (11/17/2000 Approved)
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Contact information


Main Address
4515 Painters Mills Road, Owings Mills, MD 21117
Mailing Address
Phone number
(800) 225-5132
Established
Firm type
Fiscal year end
# of Employees
86

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

T. ROWE PRICE RETIREMENT ADVISORY SERVICE BROCHURE (10/3/2025)

Regulatory assets under management


Total Number of Accounts10,014
AUM (Assets Under Management)$ 3,861,357,894

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2025
Cover Page
01/27/2025
10/27/2023
01/27/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958

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