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DS

Daniel J. Storment

T. ROWE PRICE ADVISORY SERVICES
Huntersville, NC
Some features on this profile are disabled
CRD#: 6608496
DS

Professional summary

Daniel James Storment, CFP®, who also goes by Daniel Storment, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Huntersville, North Carolina and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Owings Mills, Maryland.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Daniel has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel Storment

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.
Ally Invest Advisors. Investment related. 601 S Tryon Street Charlotte NC 28202. Mgr-Digital Product. Dually licensed. 01/01/2023. 0-20hrs/month. Assist both Ally Invest Securities and Ally Invest Advisors with technology needs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Storment's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Experience

Current

January 26, 2024 - Present

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA
CRD#: 108958
Huntersville, NC
Current

January 26, 2024 - Present

T. ROWE PRICE INVESTMENT SERVICES, INC.

Office #1: Four Financial Center 4525 Painters Mill Road, Owings Mills, MD 21117
BD
CRD#: 8348
Owings Mills, MD
Past

November 10, 2021 - October 17, 2023

ALLY INVEST ADVISORS

RIA
CRD#: 170301
CHARLOTTE, NC
Past

November 2, 2021 - October 17, 2023

ALLY INVEST SECURITIES LLC

BD
CRD#: 136131
Charlotte, NC
Past

May 7, 2018 - October 1, 2021

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
CHARLOTTE, NC
Past

March 1, 2016 - October 1, 2021

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC

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 ADVISORY SERVICES, INC.
T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958 / SEC#: 801-58098

RIA
Registered Investment Advisory firm - (11/17/2000 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
Maryland
(1/26/2024)
IAR
Maryland
(1/26/2024)
RR
North Carolina
(1/26/2024)
IAR
North Carolina
(1/26/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/10/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/10/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/1/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TR
T. ROWE PRICE ADVISORY SERVICES, INC.
T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958 / SEC#: 801-58098

RIA
Registered Investment Advisory firm - (11/17/2000 Approved)
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Contact information

Main Address
4515 Painters Mills Road, Owings Mills, MD 21117
Mailing Address
Phone number
(800) 225-5132
Established
Firm type
Fiscal year end
# of Employees
86

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

T. ROWE PRICE RETIREMENT ADVISORY SERVICE BROCHURE (10/3/2025)
T. ROWE PRICE ADVISORY SERVICES, INC. (5/9/2025)

Regulatory assets under management

Total Number of Accounts10,014
AUM (Assets Under Management)$ 3,861,357,894

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2025
Cover Page
Report
01/27/2025
Cover Page
Report
10/27/2023
Cover Page
Report
01/27/2023
Cover Page
Report

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.

Company Information

T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958Huntersville, NC

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