William R. Reichenstein
Professional summary
William Robert Reichenstein Dr., CFA, who also goes by Bill Reichenstein, William Reichenstein Dr., is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Waco, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. William has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Robert Reichenstein Dr.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
July 25, 2023 - Present
T. ROWE PRICE ADVISORY SERVICES, INC.
February 11, 2016 - December 31, 2021
RETIREMENT BENCHMARK, LLC
Primary Firm SEC Registration
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/25/2023)
(7/25/2023)
Exams
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
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