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JR

John C. Riina

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CRD#: 1300821
JR

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.

John Charles Riina was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 15 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

March 30, 2018 - July 17, 2024

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD
Past

March 15, 2018 - October 2, 2018

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA
CRD#: 108958
BALTIMORE, MD
Past

March 28, 2016 - September 1, 2017

PINNACLE ADVISORY GROUP, INC.

RIA
CRD#: 107757
COLUMBIA, MD
Past

October 11, 2013 - August 19, 2015

PSA EQUITIES, INC.

BD
CRD#: 15676
HUNT VALLEY, MD
Past

October 10, 2013 - August 19, 2015

PSA FINANCIAL ADVISORS INC

RIA
CRD#: 110802
HUNT VALLEY, MD
Past

March 24, 2009 - December 31, 2011

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

RIA
CRD#: 142219
NEW YORK, NY
Past

March 24, 2009 - December 31, 2011

FRANKLIN DISTRIBUTORS, LLC

BD
CRD#: 109064
BALTIMORE, MD
Past

February 21, 2006 - December 10, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
BALTIMORE, MD
Past

February 21, 2006 - December 10, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 15, 2001 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

March 13, 2000 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

RIA
CRD#: 6555
BALTIMORE, MD
Past

November 8, 1996 - September 15, 2001

HOWARD WEIL INCORPORATED

BD
CRD#: 30958
NEW ORLEANS, LA
Past

March 30, 1994 - April 27, 1995

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

May 29, 1992 - January 13, 1994

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

June 11, 1990 - November 19, 1991

THE HOUSE OF SECURITIES COMPANY

BD
CRD#: 2236
FREDERICK, MD
Past

February 25, 1985 - June 30, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

September 21, 1984 - February 28, 1985

BAKER, WATTS & CO., INC.

BD
CRD#: 68

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
Series 63
Date: 10/1/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/15/2000
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TR
T. ROWE PRICE INVESTMENT SERVICES, INC.
ROWE PRICE MARKETING, INC. | T. ROWE PRICE MARKETING, INC. | T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348 / SEC#: , 8-25130

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
1307 Point Street, Baltimore, MD 21231
Mailing Address
1307 Point Street, Baltimore, MD 21231
Phone number
(410) 345-2000
Established
Maryland since 06/10/1980
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
T. ROWE PRICE ASSOCIATES, INC.SHAREHOLDER
BROWN, ANNE WHITESCARVERVICE PRESIDENT/DIRECTOR2396529
COYNE, TIMOTHY JOHNDIRECTOR2096849
HERR, DAVID JVICE PRESIDENT/DIRECTOR7659903
KORENMAN, PHILLIPPRESIDENT/DIRECTOR/CHAIRMAN OF THE BOARD4531831
MUMFORD, STEPHANIE PETERSVICE PRESIDENT/CCO2725261
NEWMAN, CHRISTOPHER CUDDYVICE PRESIDENT/DIRECTOR2037516
NYCE, BRITTONVICE PRESIDENT/CONTROLLER7313600

Disclosures


Regulatory Event1
Arbitration3

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 INVESTMENT SERVICES, INC.

CRD#: 8348

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