Kay CondissCRD Number: 1264832
Current Firm: Thornburg Investment Management Inc.
Kay Condiss (CRD# 1264832) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 32 years of experience in the finance industry.
Santa Fe Advisors LLC
Raymond James Financial Services Advisors, Inc.
Lpl Financial LLC
|Thornburg Investment Management||Santa Fe, NM||Apr 2012 - Current||4|
|Morgan Stanley Smith Barney||Santa Fe, NM||Jun 2009 - Feb 2012||2|
|Citigroup Global Markets Inc.||Santa Fe, NM||Mar 1984 - Jun 2009||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Apr 1994|
Total Assets Under Management54,858MILLIONS
Total Number of Accounts5,091ACCOUNTS
Average Account Value$10,775,486
- 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