TC
Tegan M. Call
T. ROWE PRICE ASSOCIATES
Rancho Mission Viejo, CA
Some features on this profile are disabled
CRD#: 5922855
TC
Professional summary
Tegan Maertz Call, who also goes by Tegan S Maertz, Tegan Susanne Maertz, is a registered financial advisor currently at T. ROWE PRICE ASSOCIATES, INC. located in Rancho Mission Viejo, California and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Baltimore, Maryland.
Tegan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Tegan has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tegan S Maertz | Tegan Susanne Maertz
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.
(1) The Call Family Trust; Non-Investment Related; 1/11/2024; Executor of family estate; 1 hour per month; 0 during trading (2) The Call Collective; Non-Investment Related; 1/1/2024; Partner; Creating and selling pieces of self-made art, assisting with interior design needs, reselling rugs, consulting; 4 hours per month; 0 during trading
CRS (Client Relationship Summary) - RIA
Click below to view Tegan Maertz Call's 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®
NoneExperience
Current
March 5, 2019 - Present
T. ROWE PRICE ASSOCIATES, INC.
RIA
CRD#: 105496
Rancho Mission Viejo, CA
Current
September 13, 2018 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: 1307 Point Street, Baltimore, MD 21231BD
CRD#: 8348
BALTIMORE, MD
Past
December 3, 2018 - March 6, 2019
T. ROWE PRICE ADVISORY SERVICES, INC.
RIA
CRD#: 108958
Laguna Niguel, CA
Past
September 5, 2017 - August 23, 2018
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
PORTLAND, ME
Past
April 7, 2015 - May 9, 2017
PIMCO INVESTMENTS LLC
BD
CRD#: 154957
NEWPORT BEACH, CA
Past
September 25, 2012 - March 31, 2015
TRANSAMERICA CAPITAL, LLC
BD
CRD#: 8217
DENVER, CO
Past
July 4, 2011 - December 12, 2011
TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.
BD
CRD#: 37819
HARTFORD, CT
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".
TR
T. ROWE PRICE ASSOCIATES, INC.
T. ROWE PRICE ASSOCIATES, INC.
CRD#: 105496 / SEC#: 801-856
RIA
Registered Investment Advisory firm - (3/29/1947 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.RR
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
RR
Alabama(9/13/2018)
RR
Alaska(9/13/2018)
RR
Arizona(9/13/2018)
RR
Arkansas(9/13/2018)
RR
California(9/13/2018)
IAR
California(3/5/2019)
RR
Colorado(9/13/2018)
RR
Connecticut(9/13/2018)
RR
Delaware(9/13/2018)
RR
District of Columbia(9/13/2018)
RR
Florida(9/13/2018)
RR
Georgia(9/13/2018)
RR
Hawaii(9/13/2018)
RR
Idaho(9/13/2018)
RR
Illinois(9/13/2018)
RR
Indiana(9/13/2018)
RR
Iowa(9/13/2018)
RR
Kansas(9/13/2018)
RR
Kentucky(9/13/2018)
RR
Louisiana(9/13/2018)
RR
Maine(9/13/2018)
RR
Maryland(9/13/2018)
IAR
Maryland(6/25/2019)
RR
Massachusetts(9/13/2018)
RR
Michigan(9/13/2018)
RR
Minnesota(9/13/2018)
RR
Mississippi(9/13/2018)
RR
Missouri(9/13/2018)
RR
Montana(9/13/2018)
RR
Nebraska(9/13/2018)
RR
Nevada(9/13/2018)
RR
New Hampshire(9/13/2018)
RR
New Jersey(9/13/2018)
RR
New Mexico(9/13/2018)
RR
New York(9/13/2018)
RR
North Carolina(9/17/2018)
RR
North Dakota(9/13/2018)
RR
Ohio(9/13/2018)
RR
Oklahoma(9/13/2018)
RR
Oregon(9/13/2018)
RR
Pennsylvania(9/13/2018)
RR
Puerto Rico(9/13/2018)
RR
Rhode Island(9/13/2018)
RR
South Carolina(9/13/2018)
RR
South Dakota(9/13/2018)
RR
Tennessee(9/13/2018)
RR
Texas(9/13/2018)
RR
Utah(9/13/2018)
RR
Vermont(9/13/2018)
RR
Virgin Islands(9/13/2018)
RR
Virginia(9/13/2018)
RR
Washington(9/13/2018)
RR
West Virginia(9/13/2018)
RR
Wisconsin(9/13/2018)
RR
Wyoming(9/13/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TR
T. ROWE PRICE ASSOCIATES, INC.
T. ROWE PRICE ASSOCIATES, INC.
CRD#: 105496 / SEC#: 801-856
RIA
Registered Investment Advisory firm - (3/29/1947 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1307 Point Street, Baltimore, MD 21231
Mailing Address
Phone number
(410) 345-2000
Established
Firm type
Fiscal year end
# of Employees
3,947
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.
