Connie J. Corjay
Professional summary
Connie J Corjay, who also goes by Connie Corjay, Connie Jean Gray, Connie Gray, Connie Jean Powell, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Riverview, Florida and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Colorado Springs, Colorado.
Connie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Connie has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Connie J Corjay's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 12, 2023 - Present
T. ROWE PRICE ADVISORY SERVICES, INC.
October 3, 2023 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: Financial Center Two 2220 Briargate Parkway, Colorado Springs, CO 80920May 28, 2020 - August 24, 2023
CHARLES SCHWAB & CO., INC.
May 23, 2020 - August 24, 2023
CHARLES SCHWAB & CO., INC.
July 29, 2019 - May 24, 2020
USAA INVESTMENT SERVICES COMPANY
July 8, 2019 - May 24, 2020
USAA FINANCIAL ADVISORS, INC.
March 18, 2019 - May 21, 2019
MORGAN STANLEY
March 15, 2019 - May 21, 2019
MORGAN STANLEY
October 14, 2014 - March 4, 2019
T. ROWE PRICE ADVISORY SERVICES, INC.
June 16, 2014 - March 4, 2019
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,014 |
| AUM (Assets Under Management) | $ 3,861,357,894 |
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.
