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Julio Manuel Rivera

Thornburg Investment Management Inc.

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About Julio Manuel Rivera

Julio Manuel Rivera is a Registered Representative and Investment Advisor Representative at Thornburg Investment Management Inc. Julio Manuel Rivera is registered in New Mexico and has been in the industry since February 1, 2023. Julio Manuel Rivera holds Series 66, Series 7TO and SIE licenses. Julio Manuel Rivera has previous experience working at Thornburg Securities LLC, Blue Corn Cafe, Chama River Brewing Company, The Brew Coffee & Tea Cafe, Unemployed, Cheddar's Scratch Kitchen, Family First Life, Mercantile Wine Bar, and Thornburg Investment Management. Julio Manuel Rivera has experience working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, investment companies, pooled investment vehicles, charitable organizations, other investment advisors, and accounts of the advisor.

Firm Information

Julio Rivera 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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Julio Rivera’s Registration & Firm History

NM

09/25/2024 - Present

Thornburg Investment Management Inc. (SANTA FE NM)

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Licenses & Designations

BOTH

Issued 02/10/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julio Manuel Rivera.
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