Samarth ZaveriCRD Number: 5349645
Current Firm: Towers Watson Investment Services, Inc.
Samarth Zaveri (CRD# 5349645) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Chicago, IL and has over 16 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Willis Towers Watson||Chicago, IL||Apr 2012 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management63,289MILLIONS
Total Number of Accounts87ACCOUNTS
Average Account Value$727,455,337
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
CA, CT, FL, GA, IL, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TX, VA, WA
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