Alex Samuel Katz
Investment adviser representative at Thornburg Investment Management Inc
12 yearsExperience
1 stateRegistered in
$54.5BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Thornburg Investment Management IncOct 2025 to now
- Avestar Capital, LLCJan 2025 to now
- Columbia Pacific AdvisorsApr 2023 to Jan 2025
- UnemployedDec 2022 to Apr 2023
- Fef Distributors, LLCJul 2018 to Dec 2022
- First Eagle Investment Management, LLCJul 2018 to Dec 2022
- Ifs Financial ServicesNov 2014 to Jul 2018
- Touchstone Securities IncNov 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Thornburg Investment Management Inc
$54.5BAssets managed
635Clients
42Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5503098
- Firm CRD
- 106357