Kay Condiss, financial advisor Santa Fe NM
93 score

Kay Condiss

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kay M. Condiss
Phone Number: 505-467-7200
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    54,858
    MILLIONS
  • Total Number of Accounts
    5,091
    ACCOUNTS
  • Average Account Value
    $10,775,486
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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