IP
Ishwarya Parameshwaran
T. ROWE PRICE INVESTMENT SERVICES
BALTIMORE, MD 21231
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CRD#: 7250673
IP
Professional summary
Ishwarya Parameshwaran is a registered financial professional currently at T. ROWE PRICE INVESTMENT SERVICES, INC. located in Baltimore, Maryland.
Ishwarya is registered as a RR (Registered Representative) and started their career in finance in 2022. Ishwarya has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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)Financial Integrity Resources Management, LLC; investment related;1800 John F Kennedy Blvd, Suite 300,Philadelphia,PA 19103;financial services; investment analyst;4/1/2020;160 hrs/month;6.5 hrs during trading; provide quantitative and qualitative investment expertise through independent research on mutual funds, ETFs, separate accounts and collective trusts as Fiduciary Investment Consultant for employer sponsored 403b,457. 2) Trian Advisors LLC; Investment related; Norcross GA; broker/dealer services; Registered Representative; Start: 04/2020; 40 hrs/month; 10 hrs during trading
CRS (Client Relationship Summary) - BD
Click below to view Ishwarya Parameshwaran'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
June 5, 2025 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: 1307 Point Street, Baltimore, MD 21231BD
CRD#: 8348
BALTIMORE, MD
Past
July 25, 2024 - May 1, 2025
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
Baltimore, MD
Past
July 25, 2024 - May 1, 2025
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past
April 6, 2023 - February 22, 2024
FINANCIAL INTEGRITY ADVISORS, LLC
RIA
CRD#: 130458
PHILADELPHIA, PA
Past
March 30, 2022 - January 8, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Philadelphia, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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(6/5/2025)
RR
Alaska(6/5/2025)
RR
Arizona(6/5/2025)
RR
Arkansas(6/5/2025)
RR
California(6/5/2025)
RR
Colorado(6/5/2025)
RR
Connecticut(6/5/2025)
RR
Delaware(6/5/2025)
RR
District of Columbia(6/5/2025)
RR
Florida(6/5/2025)
RR
Georgia(6/5/2025)
RR
Hawaii(6/5/2025)
RR
Idaho(6/5/2025)
RR
Illinois(6/5/2025)
RR
Indiana(6/5/2025)
RR
Iowa(6/5/2025)
RR
Kansas(6/5/2025)
RR
Kentucky(6/5/2025)
RR
Louisiana(6/5/2025)
RR
Maine(6/5/2025)
RR
Maryland(6/5/2025)
RR
Massachusetts(6/5/2025)
RR
Michigan(6/5/2025)
RR
Minnesota(6/5/2025)
RR
Mississippi(6/5/2025)
RR
Missouri(6/5/2025)
RR
Montana(6/5/2025)
RR
Nebraska(6/5/2025)
RR
Nevada(6/5/2025)
RR
New Hampshire(6/5/2025)
RR
New Jersey(6/5/2025)
RR
New Mexico(6/5/2025)
RR
New York(6/5/2025)
RR
North Carolina(6/5/2025)
RR
North Dakota(6/5/2025)
RR
Ohio(6/9/2025)
RR
Oklahoma(6/5/2025)
RR
Oregon(6/5/2025)
RR
Pennsylvania(6/5/2025)
RR
Puerto Rico(6/5/2025)
RR
Rhode Island(6/5/2025)
RR
South Carolina(6/5/2025)
RR
South Dakota(6/5/2025)
RR
Tennessee(6/5/2025)
RR
Texas(6/5/2025)
RR
Utah(6/5/2025)
RR
Vermont(6/5/2025)
RR
Virgin Islands(6/5/2025)
RR
Virginia(6/5/2025)
RR
Washington(6/5/2025)
RR
West Virginia(6/5/2025)
RR
Wisconsin(6/5/2025)
RR
Wyoming(6/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/30/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TR
T. ROWE PRICE INVESTMENT SERVICES, INC.
ROWE PRICE MARKETING, INC. | T. ROWE PRICE MARKETING, INC. | T. ROWE PRICE INVESTMENT SERVICES, INC.
CRD#: 8348 / SEC#: , 8-25130
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
1307 Point Street, Baltimore, MD 21231
Mailing Address
1307 Point Street, Baltimore, MD 21231
Phone number
(410) 345-2000
Established
Maryland since 06/10/1980
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | SHAREHOLDER | |
| BROWN, ANNE WHITESCARVER | VICE PRESIDENT/DIRECTOR | 2396529 |
| COYNE, TIMOTHY JOHN | DIRECTOR | 2096849 |
| HERR, DAVID J | VICE PRESIDENT/DIRECTOR | 7659903 |
| KORENMAN, PHILLIP | PRESIDENT/DIRECTOR/CHAIRMAN OF THE BOARD | 4531831 |
| MUMFORD, STEPHANIE PETERS | VICE PRESIDENT/CCO | 2725261 |
| NEWMAN, CHRISTOPHER CUDDY | VICE PRESIDENT/DIRECTOR | 2037516 |
| NYCE, BRITTON | VICE PRESIDENT/CONTROLLER | 7313600 |
Disclosures
| Regulatory Event | 1 |
| Arbitration | 3 |
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.
