Raylonte Marqui Roach
Professional Summary
Raylonte Marqui Roach, who also goes by Ray Roach, Raylonte M Roach, Raylonte Roach, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Owings Mills, Maryland and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Owings Mills, Maryland. Raylonte is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Raylonte has worked at 4 firms and has passed the...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Business Services
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Education Funding
- Cashflow & Budgeting
Biography
I am a financial professional giving back to the community by educating young families and pre-retirees on how to become financially free. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Other Aliases
Ray Roach, Raylonte M Roach, Raylonte Roach
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
T. ROWE PRICE ADVISORY SERVICES, INC.
Contact Information
Main Address
4525 Painters Mills Road, Owings Mills, MD 21117Phone Number
(800) 225-5132# of Employees
92SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
13,518AUM (Assets Under Management)
$5,899,382,003Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | Cover Page | Report |
| 01/27/2025 | Cover Page | Report |
| 10/27/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
T. ROWE PRICE ADVISORY SERVICES, INC.
State Registrations and Notice Filings
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Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2022About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Raylonte Marqui Roach's CRS (Customer Relationship Summary).
Services Offered by Raylonte
- Retirement Planning
- Business Services
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Education Funding
- Cashflow & Budgeting
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