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Gregory Mark Feldman

Thornburg Investment Management Inc.

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About Gregory Mark Feldman

Gregory Feldman is a financial professional with over 20 years of experience in the industry. Gregory is a Registered Representative and Investment Advisor Representative with Thornburg Investment Management Inc. Gregory has a strong background in securities and investment advisory services, having previously worked for Lord Abbett Distributor LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory holds the Series 66, Series 7 and SIE licenses.

Firm Information

Gregory Feldman 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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Gregory Feldman’s Registration & Firm History

FL

03/15/2017 - Present

Thornburg Investment Management Inc. (Parkland FL)

NJ

04/04/2003 - 04/27/2016

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NY

11/16/2001 - 03/21/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/17/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gregory Mark Feldman. Review regulatory record here.
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