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William Ryan Chisholm

Thornburg Investment Management Inc.

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About William Ryan Chisholm

William Ryan Chisholm is an investment advisor representative with Thornburg Investment Management Inc., a firm that provides investment management services for individuals, businesses, pooled investment vehicles and investment companies. William Ryan Chisholm is licensed in Connecticut, New Jersey, New Mexico and Pennsylvania. William Ryan Chisholm has been in the financial industry since December 13, 2000.

Firm Information

William Chisholm 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 Chisholm’s Registration & Firm History

PA

06/12/2013 - Present

Thornburg Investment Management Inc. (COOPERSBURG PA)

IL

08/11/2008 - 04/26/2012

DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)

CA

01/25/2006 - 07/14/2008

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

NJ

09/12/2003 - 01/05/2006

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NJ

03/13/2001 - 08/28/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

09/25/2000 - 02/20/2001

SANDS BROTHERS & CO., LTD. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/24/2013

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/05/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Ryan Chisholm.
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