Momentum Independent Network
47yrs
Top advisor by experience in Colorado Springs
6yrs
Eric Stevens
Financial advisor at T. Rowe Price Advisory Services
Eric Stevens is a fiduciary financial advisor in Colorado Springs, Colorado, with 6 years in the industry. Eric joined T. Rowe Price Advisory Services in 2026, after three years at Merrill and a year at Equitable Advisors. Eric holds the CFP® designation.
One of 1045 advisors with offices in Colorado Springs, and one of 989 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office2220 Briargate Parkway, Colorado Springs, CO 80920
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$436,332
Advisors at the firm501
States licensed ?1 state
Services through T. Rowe Price Advisory Services
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowT. Rowe Price Advisory Services, Inc.Current firm
- 2023 – 2026MerrillPreviously
- Jan 2021 – Jun 2022Equitable Advisors, LLCPreviously
Contact Eric
Local office(719) 278-5600Ask for Eric. (800) 225-5132Main office · Owings Mills, MD 2220 Briargate ParkwayColorado Springs, CO 80920Office · Get directions LinkedIn pageT. Rowe Price Advisory Services
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Eric’s local office at (719) 278-5600 or the T. Rowe Price Advisory Services main office at (800) 225-5132, and ask for Eric Stevens.
How long has Eric been a financial advisor?
Eric has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
T. Rowe Price Advisory Services reports being paid by a percentage of the assets they manage, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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