Maria Ozechowski, financial advisor Santa Fe NM

Maria Ozechowski

CRD Number: 7069018
Current Firm: Thornburg Investment Management Inc.

Maria Ozechowski (CRD# 7069018) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 4 years of experience in the finance industry.

Similar Advisors
Darrin Abby, financial advisor Santa Fe NM
Darrin M. Abby
CRD# 2908751
Cetera Investment Advisers LLC
Similar Advisors
April Adams, financial advisor Santa Fe NM
April L. Adams
CRD# 2603603
Thornburg Investment Management Inc.
Similar Advisors
John Adams, financial advisor Santa Fe NM
John R. Adams
CRD# 2843680
Raymond James & Associates, Inc.
Company Name Location Dates Years
Thornburg Securities Corp Santa Fe, NM Jan 2019 - Current 5
Scalo Northern Italian Grill Albuquerque, NM Mar 2018 - Nov 2018 < 1
Holmans Usa Albuquerque, NM Oct 2016 - Jan 2018 1
Nick & Jimmy's Restaurant & Bar Albuquerque, NM Nov 2009 - Oct 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Maria I. Ozechowski
Phone Number: 505-467-7283
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    41,832
    MILLIONS
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $55,776,526
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.