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DM

Danielle M. Morrison

CRD#: 5900246

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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Danielle M Morrison, who also goes by Danielle M Matzek, Danielle M. Matzek, Danielle Marie Matzek, was a registered financial professional .

Danielle is a previously registered financial professional and started their career in finance in 2013. Danielle had worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Aliases

Danielle M Matzek | Danielle M. Matzek | Danielle Marie Matzek

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 8, 2018 - September 2, 2025

THORNBURG INVESTMENT MANAGEMENT INC

RIA

CRD#: 106357

Denver, CO

Past

May 8, 2018 - September 2, 2025

THORNBURG SECURITIES LLC

BD

CRD#: 14857

SANTA FE, NM

Past

August 24, 2016 - May 1, 2018

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD

CRD#: 40178

DENVER, CO

Past

December 11, 2015 - September 6, 2016

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

DENVER, CO

Past

December 11, 2015 - September 6, 2016

SII INVESTMENTS, INC.

BD

CRD#: 2225

APPLETON, WI

Past

December 11, 2015 - September 6, 2016

NATIONAL PLANNING CORPORATION

BD

CRD#: 29604

DENVER, CO

Past

December 11, 2015 - September 6, 2016

INVESTMENT CENTERS OF AMERICA, INC.

BD

CRD#: 16443

APPLETON, WI

Past

December 11, 2015 - September 6, 2016

INVEST FINANCIAL CORPORATION

BD

CRD#: 12984

APPLETON, WI

Past

April 21, 2014 - November 30, 2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD

CRD#: 40178

DENVER, CO

Past

December 17, 2013 - April 22, 2014

CURIAN CAPITAL, LLC

RIA

CRD#: 120270

DENVER, CO

Past

April 23, 2013 - April 22, 2014

CURIAN CLEARING, LLC

BD

CRD#: 132938

DENVER, CO

Past

January 1, 2013 - April 8, 2013

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD

CRD#: 40178

DENVER, CO

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".

TI

THORNBURG INVESTMENT MANAGEMENT INC

THORNBURG INVESTMENT MANAGEMENT INC

CRD#: 106357 / SEC#: 801-17853

RIA

Registered Investment Advisory firm - (10/15/1982 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

RR

Series 63

Date: 6/13/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/17/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 12/28/2012

General Securities Representative Examination

Current Firm

TI

THORNBURG INVESTMENT MANAGEMENT INC

THORNBURG INVESTMENT MANAGEMENT INC

CRD#: 106357 / SEC#: 801-17853

RIA

Registered Investment Advisory firm - (10/15/1982 Approved)

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Contact information

Main Address

2300 North Ridgetop Road, Santa Fe, NM 87506

Mailing Address

Phone number

(505) 467-7283

Established

Firm type

Fiscal year end

# of Employees

219

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE MARCH 31, 2022 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	705
AUM (Assets Under Management)	$ 45,288,445,586

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

THORNBURG INVESTMENT MANAGEMENT INC

CRD#: 106357

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