Zachary
Schweiss

Thornburg Investment Management Inc

CRD#5788151
Investment Advisor
in St. Louis, MO

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About this Advisor

Zachary Schweiss is a financial advisor based in St. Louis, Missouri, working with Thornburg Investment Management Inc. Zachary has previously held positions at Franklin Templeton Distributors Inc, Thornburg Securities Corp, and Franklin Templeton Financial Services Corp. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Alaska, Idaho, New Mexico, and Washington. Currently, Zachary is part of Thornburg Investment Management Inc, which operates out of St. Louis, Missouri. The firm has 202 employees and manages assets totaling $41.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Thornburg Investment Management Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

St. Louis, MO

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Thornburg Investment Management Inc Brokerage Details

Total Assets Under Management

$41,832,394,631

MO Average: $3,612,835,751
Total Number of Employees

202

MO Average: 18
Total Number of Accounts

750

MO Average: 517
Average Account Size

$55,776,526

MO Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Zachary Schweiss Work History

2020 - Present (4 years)

Thornburg Securities Corp

2019 - 2020 (1 year)

Franklin Templeton Financial Services Corp

2011 - 2020 (9 years)

Franklin Templeton Distributors Inc

Disclosures

Please visit the SEC profile of Zachary Schweiss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thornburg Investment Management Inc

Adam Sparkman
Santa Fe, NM
Danielle Morrison
Denver, CO
Tyler Jenkins
Santa Fe, NM
Jan Holman
Santa Fe, NM
Dominic Alto
Santa Fe, NM
Joshua Archuleta
Santa Fe, NM
Lucinda Candal
Santa Fe, NM
Jesse Brownell
Santa Fe, NM

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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