Agron Elmazi
Professional summary
Agron Elmazi, CFP®, who also goes by Agron Elmazovski, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Weeki Wachee, Florida and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Colorado Springs, Colorado.
Agron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Agron has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Agron Elmazi's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 31, 2023 - Present
T. ROWE PRICE ADVISORY SERVICES, INC.
October 31, 2023 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: Financial Center Two 2220 Briargate Parkway, Colorado Springs, CO 80920June 28, 2021 - October 10, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 25, 2021 - October 9, 2023
FIDELITY BROKERAGE SERVICES LLC
April 7, 2014 - July 9, 2019
T. ROWE PRICE ADVISORY SERVICES, INC.
March 3, 2014 - July 9, 2019
T. ROWE PRICE INVESTMENT SERVICES, INC.
October 5, 2005 - April 3, 2008
HSBC SECURITIES (USA) INC.
May 7, 2003 - September 2, 2005
UVEST FINANCIAL SERVICES GROUP, INC.
December 6, 2000 - June 21, 2001
A. G. EDWARDS & SONS, INC.
August 22, 2000 - September 25, 2000
IDS LIFE INSURANCE COMPANY
August 22, 2000 - September 25, 2000
AMERIPRISE FINANCIAL 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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Exams
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.
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