Zachary Schweiss (CRD# 5788151) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Saint Louis, MO and has over 3 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thornburg Securities Corp | Santa Fe, NM | Apr 2020 - Current | 4 |
| Franklin Templeton Financial Services Corp. | San Mateo, CA | Jul 2019 - Apr 2020 | < 1 |
| Franklin Templeton Distributors Inc. | San Mateo, CA | Dec 2011 - Apr 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- AK
- ID
- NM
- WA
-
Total Assets Under Management41,832MILLIONS
-
Total Number of Accounts750ACCOUNTS
-
Average Account Value$55,776,526
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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