PD
PD

Patrick Denis

22 Years of Experience
Green Bay, WI
Broker

Patrick Denis is a registered investment advisor at T. Rowe Price Associates, INC., based in Green Bay, WI, with 22 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Green Bay, WI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
T. Rowe Price Associates, INC.
March 2025 - Present · 1 yr 4 mos
T. Rowe Price Investment Services, INC.
December 2024 - Present · 1 yr 7 mos
T. Rowe Price Investment Services, INC.Broker
December 2024 - Present · 1 yr 7 mos
Previous Registrations
Alliancebernstein Investments, INC.Broker
December 2011 - December 2024 · 13 yrs
Hartford Life Distributors, LLCBroker
November 2003 - December 2011 · 8 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Patrick Denis - Financial Advisor | TrueAdvisor