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Robert Joseph Costello

Thornburg Investment Management Inc.

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About Robert Joseph Costello

Robert Costello is a financial advisor in Santa Fe, New Mexico, who has been in the industry since 2012. Robert is currently registered with Thornburg Investment Management Inc. and has been with the firm since 2021. Previously, Robert worked at Putnam Retail Management Limited Partnership in Boston, Massachusetts. Robert is a Chartered Financial Analyst (CFA). Robert's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Robert Costello 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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Robert Costello’s Registration & Firm History

NM

07/07/2021 - Present

Thornburg Investment Management Inc. (SANTA FE NM)

MA

08/31/2011 - 04/06/2020

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

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Licenses & Designations

BC

Issued 03/01/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Costello.
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