Joshua R. Green
Professional summary
Joshua Ryan Green, who also goes by Josh Green, Joshua R Green, is a registered financial advisor currently at T. ROWE PRICE ASSOCIATES, INC. located in Wheaton, Illinois and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Baltimore, Maryland.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Joshua has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Ryan Green's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2024 - Present
T. ROWE PRICE ASSOCIATES, INC.
January 31, 2024 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: 1307 Point Street, Baltimore, MD 21231March 23, 2017 - December 14, 2023
CAPITAL CLIENT GROUP, INC.
March 23, 2017 - December 14, 2023
CAPITAL CLIENT GROUP, INC.
March 9, 2016 - March 3, 2017
INVESCO ADVISERS, INC.
January 7, 2016 - March 3, 2017
INVESCO DISTRIBUTORS, INC.
October 14, 2009 - November 4, 2010
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
T. ROWE PRICE ASSOCIATES, INC.
CRD#: 105496 / SEC#: 801-856
State Registrations and Notice Filings
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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.
