Unclaimed
Sally Corning is a registered Investment Advisor Representative in New Mexico. Sally has been in the financial industry for over 30 years and has worked with clients in New York and New Mexico. Sally is a Managing Member of Sun Mountain Capital Partners LLC and Sun Mountain Capital LLC, both of which are pooled investment vehicles, and a Trustee of Thornburg Investment Trust. Sally is also a Director and Executive Officer of the Board of Directors of Nanomr, Inc., which is a portfolio company of the pooled investment vehicles she manages. Sally Corning specializes in providing investment advisory services for pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NM
06/13/2011 - Present
SUN Mountain Capital Advisors, LLC (SANTA FE NM)
NY
10/20/1987 - 12/08/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
IA
Issued 06/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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