Ronald Olexsak
Professional Summary
Ronald Olexsak is a registered financial advisor currently at THORNBURG INVESTMENT MANAGEMENT INC located in Santa Fe, New Mexico and THORNBURG SECURITIES LLC located in Santa Fe, New Mexico. Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Ronald has worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 14, Series 53...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
THORNBURG INVESTMENT MANAGEMENT INC
Contact Information
Main Address
2300 North Ridgetop Road, Santa Fe, NM 87506Phone Number
(505) 467-7283# of Employees
219SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
635AUM (Assets Under Management)
$54,452,002,823Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
THORNBURG INVESTMENT MANAGEMENT INC
State Registrations and Notice Filings
(4/17/2008)
(11/17/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1997About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Ronald Olexsak's CRS (Customer Relationship Summary).
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