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William R Eberle

Thornburg Investment Management Inc.

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About William R Eberle

William R. Eberle is a Registered Representative and Investment Advisor Representative associated with Thornburg Investment Management Inc., with a focus on providing portfolio management services for individuals, investment companies, businesses and pooled investment vehicles. William has been in the financial services industry since December 2009. William has been registered with Thornburg Investment Management Inc. since March 2021 and previously held registration with Blackrock Investments, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William holds the Series 66, Series 7 and SIE licenses.

Firm Information

William Eberle 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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William Eberle’s Registration & Firm History

PA

03/16/2021 - Present

Thornburg Investment Management Inc. (Ardmore PA)

NJ

06/24/2010 - 11/10/2020

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

NJ

08/05/2009 - 06/15/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

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Licenses & Designations

BOTH

Issued 09/24/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William R Eberle. Review regulatory record here.
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