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Samarth Deepak Zaveri

Towers Watson Investment Services, Inc.

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About Samarth Deepak Zaveri

Samarth Zaveri is a financial advisor with Towers Watson Investment Services, Inc. Samarth Zaveri has been in the industry for over 10 years and is registered to provide investment advice in Texas. Previously, Samarth Zaveri was associated with METLIFE SECURITIES INC. in Downers Grove, IL. Samarth Zaveri holds the Series 6 and Series 63 licenses. Samarth Zaveri specializes in providing investment advice to pension and profit-sharing plans and state or municipal government entities.

Firm Information

Samarth Zaveri is currently registered with Towers Watson Investment Services, Inc.. Towers Watson Investment Services, Inc. is an investment advisor headquartered in CHICAGO, IL. The firm manages $51,371,522,113 in regulatory assets under management. Towers Watson Investment Services, Inc. primarily serves pension and profit sharing plans and state or municipal government entities. They offer a variety of advisory services including pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for pooled investment vehicles.
Towers Watson Investment Services, Inc.

233 SOUTH WACKER DRIVE

CHICAGO, IL 60606

$51.37B

Assets Under Management

118

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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see schedule d, miscellaneous, for a description of other advisory services

See schedule d, miscellaneous, for a description of other advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee based on a percentage of assets advised on

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Samarth Zaveri’s Registration & Firm History

IL

05/12/2022 - Present

Towers Watson Investment Services, Inc. (Chicago IL)

IL

06/25/2007 - 11/23/2009

METLIFE SECURITIES INC. (DOWNERS GROVE IL)

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Licenses & Designations

BC

Issued 12/01/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samarth Deepak Zaveri.
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