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Zachary Steven Schweiss

Thornburg Investment Management Inc.

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About Zachary Steven Schweiss

Zachary Schweiss is a financial advisor with over 10 years of experience in the financial industry. Zachary is currently registered with Thornburg Investment Management Inc. in several states and provides investment advisory services to a range of clients, including individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations. Zachary has a broad range of experience and expertise, including investment management, portfolio management, and financial planning.

Firm Information

Zachary Schweiss is currently registered with Thornburg Investment Management Inc.. Thornburg Investment Management Inc. is a Santa Fe, NM-based investment advisor with approximately $41.83 billion in regulatory assets under management. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Thornburg Investment Management Inc. has over 88 registered representatives and 42 investment advisory professionals.
Thornburg Investment Management Inc.

2300 NORTH RIDGETOP ROAD

SANTA FE, NM 87506

$41.83B

Assets Under Management

Not reported

Total Clients

39

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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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Zachary Schweiss’s Registration & Firm History

MO

01/02/2024 - Present

Thornburg Investment Management Inc. (St. Louis MO)

CA

08/07/2019 - 04/07/2020

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)

CA

01/03/2012 - 04/07/2020

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)

MO

06/11/2010 - 10/04/2011

EDWARD JONES (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/17/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Steven Schweiss.
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