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DH

Daniel Hamburger

T. ROWE PRICE INVESTMENT SERVICES
New York, NY 10017
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CRD#: 7545171
DH

Professional summary


Daniel Hamburger is a registered financial professional currently at T. ROWE PRICE INVESTMENT SERVICES, INC. located in New York, New York.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2023. Daniel has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Daniel Hamburger'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®
None

Experience


Current

November 6, 2025 - Present

T. ROWE PRICE INVESTMENT SERVICES, INC.

Office #1: One Vanderbilt 16th Floor, New York, NY 10017
BD
CRD#: 8348
New York, NY
Past

July 24, 2023 - October 9, 2025

PIMCO INVESTMENTS LLC

BD
CRD#: 154957
NEW YORK, NY

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
(11/6/2025)
RR
Alaska
(11/6/2025)
RR
Arizona
(11/6/2025)
RR
Arkansas
(11/6/2025)
RR
California
(11/6/2025)
RR
Colorado
(11/6/2025)
RR
Connecticut
(11/6/2025)
RR
Delaware
(11/6/2025)
RR
District of Columbia
(11/6/2025)
RR
Florida
(11/6/2025)
RR
Georgia
(11/6/2025)
RR
Hawaii
(11/6/2025)
RR
Idaho
(11/6/2025)
RR
Illinois
(11/6/2025)
RR
Indiana
(11/6/2025)
RR
Iowa
(11/6/2025)
RR
Kansas
(11/6/2025)
RR
Kentucky
(11/6/2025)
RR
Louisiana
(11/6/2025)
RR
Maine
(11/6/2025)
RR
Maryland
(11/6/2025)
RR
Massachusetts
(11/6/2025)
RR
Michigan
(11/6/2025)
RR
Minnesota
(11/6/2025)
RR
Mississippi
(11/6/2025)
RR
Missouri
(11/6/2025)
RR
Montana
(11/6/2025)
RR
Nebraska
(11/6/2025)
RR
Nevada
(11/6/2025)
RR
New Hampshire
(11/6/2025)
RR
New Jersey
(11/6/2025)
RR
New Mexico
(11/6/2025)
RR
New York
(11/6/2025)
RR
North Carolina
(11/6/2025)
RR
North Dakota
(11/6/2025)
RR
Ohio
(11/6/2025)
RR
Oklahoma
(11/6/2025)
RR
Oregon
(11/6/2025)
RR
Pennsylvania
(11/6/2025)
RR
Puerto Rico
(11/6/2025)
RR
Rhode Island
(11/6/2025)
RR
South Carolina
(11/6/2025)
RR
South Dakota
(11/6/2025)
RR
Tennessee
(11/6/2025)
RR
Texas
(11/6/2025)
RR
Utah
(11/6/2025)
RR
Vermont
(11/6/2025)
RR
Virgin Islands
(11/6/2025)
RR
Virginia
(11/6/2025)
RR
Washington
(11/6/2025)
RR
West Virginia
(11/6/2025)
RR
Wisconsin
(11/6/2025)
RR
Wyoming
(11/6/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/4/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/22/2023
General Securities Representative Examination
General 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)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
T. ROWE PRICE ASSOCIATES, INC.SHAREHOLDER
BROWN, ANNE WHITESCARVERVICE PRESIDENT/DIRECTOR2396529
COYNE, TIMOTHY JOHNDIRECTOR2096849
HERR, DAVID JVICE PRESIDENT/DIRECTOR7659903
KORENMAN, PHILLIPPRESIDENT/DIRECTOR/CHAIRMAN OF THE BOARD4531831
MUMFORD, STEPHANIE PETERSVICE PRESIDENT/CCO2725261
NEWMAN, CHRISTOPHER CUDDYVICE PRESIDENT/DIRECTOR2037516
NYCE, BRITTONVICE PRESIDENT/CONTROLLER7313600

Disclosures


Regulatory Event1
Arbitration3

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 INVESTMENT SERVICES, INC.

CRD#: 8348New York, NY 10017

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