Joseph
Daly
Thornburg Investment Management Inc
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About this Advisor
Joseph Daly is a financial advisor based in Norwell, Massachusetts, working with Thornburg Investment Management Inc. Joseph has previously held a position at Thornburg Securities Corp. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut, Maine, Massachusetts, New Hampshire, New Mexico, and Rhode Island. Currently, Joseph is part of Thornburg Investment Management Inc, which operates out of Norwell, Massachusetts. The firm has 202 employees and manages assets totaling $41.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Thornburg Investment Management Inc includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thornburg Investment Management Inc Brokerage Details
$41,832,394,631
202
750
$55,776,526
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Joseph Daly Work History
Thornburg Securities Corp
Disclosures
Please visit the SEC profile of Joseph Daly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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