Samarth Deepak Zaveri
Financial advisor at Towers Watson Investment Services, Inc. · Chicago, IL
Last updated 2026-10-10
Claim your profileSamarth Deepak Zaveri is a financial advisor at Towers Watson Investment Services, Inc. in Chicago, IL, CRD 5349645. Licenses and exams on the registration: Series 63. IAPD registration began 2022-05-12.
Registration
- CRD number
- 5349645
- Registration status
- Active
- IAPD registration
- 2022-05-12
- Industry Experience
- 4 years
- Work Experience
- 14 years
- States registered
- TX
Licenses and exams
- Series 63
Work history
- 2012-04 to Present · Willis Towers Watson · Chicago, IL
Current employment
- Towers Watson Investment Services, Inc. · Chicago, IL
Towers Watson Investment Services, Inc.
- Regulatory AUM
- $62,667,567,768
- Registered advisors
- 5
- Offices
- 5
- Clients per advisor
- 21.4 (Low)
- Average AUM per client
- $585.7M (High)
- High-net-worth client ratio
- 0.0% (Low)
Towers Watson Investment Services, Inc.: advisors, services and reported ETF investments
About
Samarth Deepak Zaveri is a financial advisor at Towers Watson Investment Services, Inc. in Chicago, IL. Reported securities licenses include Series 63. The latest record indicates 4 years of industry experience and 14 years of reported work history. Reported roles include Willis Towers Watson.
Towers Watson Investment Services, Inc.'s firm-level Form ADV reports 5 advisors across 5 offices; approximately 21.4 clients per advisor, average assets per client of $585,678,203, and regulatory AUM of $62.7B; client categories including Pooled investment vehicles, Pension and profit-sharing plans; services including Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, Publication of Periodicals or Newsletters.
What this firm offers
Filed by Towers Watson Investment Services, Inc. on Form ADV.
Client services
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Market Timing Services
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Registered Representative of a Broker-Deale
- Commodity Pool Operator or Trading Advisor
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
233 South Wacker Drive, Chicago, IL 60606
5 advisors at this office.
Contact
The firm's filed contact details.
Official record
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