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Samarth Zaveri
3 Years of Experience
Chicago, IL
1 Disclosure
Samarth Zaveri is a registered investment advisor at Towers Watson Investment Services, INC., based in Chicago, IL, with 3 years of industry experience. Samarth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 97 clients with $52B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$52.2B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
233 South Wacker Drive, Willis Tower, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2009Employment History
Current Registrations
Towers Watson Investment Services, INC.
May 2022 - Present · 4 yrs
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.