Ryan J. Lancaster
Professional summary
Ryan J Lancaster, CFP®, who also goes by Ryan Joseph Lancaster, Ryan Lancaster, is a registered financial advisor currently at T. ROWE PRICE ASSOCIATES, INC. located in Syracuse, New York and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Baltimore, Maryland.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Ryan has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan J Lancaster's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 1, 2023 - Present
T. ROWE PRICE ASSOCIATES, INC.
November 1, 2023 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: 1307 Point Street, Baltimore, MD 21231May 4, 2021 - September 18, 2023
NUVEEN ASSET MANAGEMENT, LLC
May 4, 2021 - September 18, 2023
NUVEEN SECURITIES, LLC
October 13, 2016 - December 21, 2020
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
February 3, 2015 - June 7, 2016
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
July 29, 2013 - January 12, 2015
EQUITABLE DISTRIBUTORS, LLC
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.
