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Robert Michael Macdonald

City Different Investments

Santa Fe, NM

CRD 5387458

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Employer firm

City Different Investments CRD 310982

$244M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
City Different Investments

925 Paseo De Peralta, Santa Fe, NM 87501 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2021-02-09
  • NM RA
    APPROVED
    Since 2021-02-09

Branch Locations

925 Paseo De Peralta, Santa Fe, NM 87501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thornburg Investment Management Santa Fe NM 07/2010 12/2020
City Different Investments Santa Fe NM 01/2021 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-09-27
  • S63 Uniform Securities Agent State Law Examination
    2007-09-27
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
G. ALLEN FINANCIAL INC.

Nearby Investors

LAWRENCE ELLIOT SCHWARTZ
ANTONIO CARLOS LOPEZ
ROBERT CALDER STACK

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · SANTA FE, NM
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SANTA FE, NM
G. ALLEN FINANCIAL INC. · SANTA FE, NM

More in Santa Fe, NM

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