Joel G. Pare
Professional summary
Joel G Pare, who also goes by Joel Pare, is a registered financial advisor currently at T. ROWE PRICE ASSOCIATES, INC. located in Yardley, Pennsylvania and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Baltimore, Maryland.
Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Joel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joel G Pare's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 12, 2023 - Present
T. ROWE PRICE ASSOCIATES, INC.
October 12, 2023 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: 1307 Point Street, Baltimore, MD 21231April 18, 2022 - July 31, 2023
CAIS CAPITAL LLC
August 31, 2021 - March 29, 2022
CITIGROUP GLOBAL MARKETS INC.
March 28, 2017 - March 29, 2022
CITI PRIVATE ALTERNATIVES, LLC
March 6, 2006 - March 29, 2022
CITIGROUP GLOBAL MARKETS INC.
July 27, 2005 - January 3, 2006
ABN AMRO INCORPORATED
Primary Firm SEC Registration
T. ROWE PRICE ASSOCIATES, INC.
CRD#: 105496 / SEC#: 801-856
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
FINRA
Current Firm
T. ROWE PRICE ASSOCIATES, INC.
CRD#: 105496 / SEC#: 801-856
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,924 |
| AUM (Assets Under Management) | $ 1,934,233,243,730 |
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.
