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Brian Quitman Newell

Thornburg Investment Management Inc.

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About Brian Quitman Newell

Brian Newell is a financial advisor with over 12 years of experience in the industry. Brian is currently registered with Thornburg Investment Management Inc. and has previously worked for T. Rowe Price Investment Services, Inc.. Brian is registered to provide investment advice in New Mexico. Brian's specializations include: Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles.

Firm Information

Brian Newell is currently registered with Thornburg Investment Management Inc.. Thornburg Investment Management Inc. is a Santa Fe, NM-based investment advisor with approximately $41.83 billion in regulatory assets under management. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Thornburg Investment Management Inc. has over 88 registered representatives and 42 investment advisory professionals.
Thornburg Investment Management Inc.

2300 NORTH RIDGETOP ROAD

SANTA FE, NM 87506

$41.83B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Brian Newell’s Registration & Firm History

NM

09/28/2010 - Present

Thornburg Investment Management Inc. (SANTA FE NM)

CO

06/06/2008 - 08/24/2010

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 08/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/15/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2009

Series 7 - General Securities Representative Examination

BC

Issued 06/04/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Quitman Newell. Review regulatory record here.
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