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MN

Michelle A. Nowfel

CITY DIFFERENT INVESTMENTS
Santa Fe, NM 87501
Some features on this profile are disabled
CRD#: 4810002
MN

Professional summary

Michelle Ann Nowfel is a registered financial advisor currently at CITY DIFFERENT INVESTMENTS located in Santa Fe, New Mexico.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michelle has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Ann Nowfel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 8, 2022 - Present

CITY DIFFERENT INVESTMENTS

Office #1: 925 Paseo De Peralta, Santa Fe, NM 87501
RIA
CRD#: 310982
Santa Fe, NM
Past

September 24, 2007 - January 27, 2022

THORNBURG INVESTMENT MANAGEMENT INC

RIA
CRD#: 106357
SANTA FE, NM
Past

July 12, 2005 - January 27, 2022

THORNBURG SECURITIES LLC

BD
CRD#: 14857
SANTA FE, NM
Past

August 3, 2004 - June 10, 2005

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CD
CITY DIFFERENT INVESTMENTS
CITY DIFFERENT HOLDINGS LP | CITY DIFFERENT INVESTMENTS, LLC | CITY DIFFERENT INVESTMENTS

CRD#: 310982 / SEC#: 801-120293

RIA
Registered Investment Advisory firm - (2/8/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Mexico
(4/8/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/10/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/6/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/29/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/21/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/2/2004
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CD
CITY DIFFERENT INVESTMENTS
CITY DIFFERENT HOLDINGS LP | CITY DIFFERENT INVESTMENTS, LLC | CITY DIFFERENT INVESTMENTS

CRD#: 310982 / SEC#: 801-120293

RIA
Registered Investment Advisory firm - (2/8/2021 Approved)
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Contact information

Main Address
925 Paseo De Peralta, Santa Fe, NM 87501
Mailing Address
Phone number
(505) 416-4550
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (10 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts152
AUM (Assets Under Management)$ 265,806,164

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CITY DIFFERENT INVESTMENTS

CRD#: 310982Santa Fe, NM 87501

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