Peter W. Lush
Professional summary
Peter W Lush, who also goes by Peter William Lush, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Greenwood Village, Colorado and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Owings Mills, Maryland.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Peter has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter W Lush's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 12, 2016 - Present
T. ROWE PRICE ADVISORY SERVICES, INC.
March 22, 2012 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: Two Financial Center 4545 Painters Mill Road, Owings Mills, MD 21117March 22, 2012 - December 24, 2014
T. ROWE PRICE ADVISORY SERVICES, INC.
June 8, 2010 - February 16, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 17, 2008 - February 16, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 22, 2006 - June 26, 2007
FIDELITY DISTRIBUTORS COMPANY LLC
November 19, 2003 - May 22, 2006
FIDELITY BROKERAGE SERVICES LLC
October 30, 1995 - October 24, 2003
FIDELITY DISTRIBUTORS COMPANY LLC
May 1, 1991 - October 31, 1995
FIDELITY BROKERAGE SERVICES LLC
January 3, 1991 - April 25, 1991
FIDELITY DISTRIBUTORS COMPANY LLC
August 7, 1989 - December 31, 1990
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 8
Date: 7/29/1994
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,014 |
| AUM (Assets Under Management) | $ 3,861,357,894 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 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.
