Stephen G. Czajka
Professional summary
Stephen Gerard Czajka JR, who also goes by Stephen G Czajka Jr, Stephen Gerard Czajka, Stephen Czajka, Stephen G Czajka, is a registered financial advisor currently at T. ROWE PRICE ASSOCIATES, INC. located in Collingswood, New Jersey and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Baltimore, Maryland.
Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Stephen has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Gerard Czajka JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 9, 2024 - Present
T. ROWE PRICE ASSOCIATES, INC.
September 6, 2024 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: 1307 Point Street, Baltimore, MD 21231November 23, 2009 - August 29, 2024
BLACKROCK FINANCIAL MANAGEMENT, INC
November 12, 2009 - August 29, 2024
BLACKROCK INVESTMENTS, LLC
February 17, 2009 - November 3, 2009
MORGAN STANLEY & CO. LLC
June 22, 2007 - November 3, 2009
MORGAN STANLEY & CO. LLC
February 11, 2005 - June 15, 2007
METROPOLITAN LIFE INSURANCE COMPANY
February 11, 2005 - June 15, 2007
MSI FINANCIAL SERVICES, INC.
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.
Visual representation of state registrations
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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.
