Greg L. Kokemuller

T. ROWE PRICE ADVISORY SERVICES

Parrish, FL

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CRD#: 4591773

Professional summary

Greg L Kokemuller, who also goes by Greg Lowell Kokemuller, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Parrish, Florida and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Parrish, Florida.

Greg is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Greg has worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 14, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Lowell Kokemuller

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) - RIA

Click below to view Greg L Kokemuller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

August 9, 2022 - Present

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

Parrish, FL

Current

June 14, 2022 - Present

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

Parrish, FL

Past

April 29, 2022 - May 24, 2022

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

CRD#: 143809

Parrish, FL

Past

April 14, 2022 - May 24, 2022

MGI FUNDS DISTRIBUTORS, LLC

CRD#: 35682

Parrish, FL

Past

May 26, 2021 - May 24, 2022

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

Parrish, FL

Past

May 26, 2021 - May 24, 2022

PARNASSUS FUNDS DISTRIBUTOR, LLC

CRD#: 15883

Parrish, FL

Past

May 26, 2021 - May 24, 2022

ORBIS INVESTMENTS (U.S.), LLC

CRD#: 172663

Parrish, FL

Past

May 26, 2021 - May 24, 2022

IMST DISTRIBUTORS, LLC

CRD#: 130745

Parrish, FL

Past

May 26, 2021 - May 24, 2022

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

Parrish, FL

Past

May 26, 2021 - May 24, 2022

FORESIDE INVESTMENT SERVICES, LLC

CRD#: 30016

Parrish, FL

Past

May 26, 2021 - May 24, 2022

FORESIDE GLOBAL SERVICES, LLC

CRD#: 147382

Parrish, FL

Past

May 26, 2021 - May 24, 2022

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

Parrish, FL

Past

May 26, 2021 - May 24, 2022

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Parrish, FL

Past

May 26, 2021 - May 24, 2022

FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477

Parrish, FL

Past

May 26, 2021 - May 24, 2022

FORESIDE DISTRIBUTION SERVICES, L.P.

CRD#: 15634

Parrish, FL

Past

May 26, 2021 - May 24, 2022

COMPASS DISTRIBUTORS, LLC

CRD#: 172662

Parrish, FL

Past

February 13, 2008 - October 9, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

September 22, 2006 - October 9, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

September 19, 2006 - October 9, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

August 27, 2004 - September 18, 2006

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

TAMPA, FL

Past

April 4, 2003 - September 18, 2006

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

TAMPA, FL

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".

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(6/14/2022)

IAR

Florida
(8/29/2022)

Maryland
(6/14/2022)

IAR

Maryland
(8/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/20/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/27/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/3/2003

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 14

Date: 2/8/2013

Compliance Officer Examination

Principal/Supervisory Exam

Series 4

Date: 9/17/2007

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/5/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

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

T. ROWE PRICE ADVISORY SERVICES, INC. (5/9/2025)

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	Cover Page	Report
01/27/2025	Cover Page	Report
10/27/2023	Cover Page	Report
01/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Greg L. Kokemuller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg L Kokemuller's CRS (Customer Relationship Summary).

Certified licenses

Experience

T. ROWE PRICE INVESTMENT SERVICES, INC.

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

MGI FUNDS DISTRIBUTORS, LLC

QUASAR DISTRIBUTORS, LLC

PARNASSUS FUNDS DISTRIBUTOR, LLC

ORBIS INVESTMENTS (U.S.), LLC

IMST DISTRIBUTORS, LLC

FUNDS DISTRIBUTOR, LLC

FORESIDE INVESTMENT SERVICES, LLC

FORESIDE GLOBAL SERVICES, LLC

FORESIDE FUNDS DISTRIBUTORS LLC

FORESIDE FUND SERVICES, LLC

FORESIDE FINANCIAL SERVICES, LLC

FORESIDE DISTRIBUTION SERVICES, L.P.

COMPASS DISTRIBUTORS, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

T. ROWE PRICE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2004

Series 63

Date: 6/27/2003

SIE

Date: 10/1/2018

Series 7

Date: 7/27/2005

Series 6

Date: 4/3/2003

Series 14

Date: 2/8/2013

Series 4

Date: 9/17/2007

Series 24

Date: 12/5/2006

FINRA

Current Firm

T. ROWE PRICE ADVISORY SERVICES, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

T. ROWE PRICE ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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