Joseph Feloney (CRD# 1624628) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Milton, MA and has over 17 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thornburg Investment Management Inc. | Santa Fe, NM | Jun 2018 - Current | 5 |
| Jackson National Life Distributors LLC | Denver, CO | Aug 2017 - Jun 2018 | < 1 |
| Self-employed | Boston, MA | May 2017 - Jun 2017 | < 1 |
| Columbia Management Advisors, LLC | Boston, MA | Jan 2007 - May 2017 | 10 |
| Columbia Management Group | Boston, MA | Dec 1999 - May 2017 | 17 |
| Columbia Management Distributors, Inc. | Boston, MA | Dec 1999 - May 2017 | 17 |
| Riversource Investments | Minneapolis, MN | May 2010 - Apr 2017 | 6 |
| Riversource Fund Distributors, Inc. | Boston, MA | May 2010 - Apr 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- MA
- NM
-
Total Assets Under Management41,832MILLIONS
-
Total Number of Accounts750ACCOUNTS
-
Average Account Value$55,776,526
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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