MO
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Maria Isabel Ozechowski

6 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
705 clients
Average Client Portfolio
$64.2M average
Assets Under Management
$45.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

2300 North Ridgetop Road, Santa Fe, NM, 87506

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Maria works as a child care associate at Wellbridge DBA Del Norte Sports and Wellness, a fitness facility. This takes a few hours per week and does not occur during trading hours.

Employment History
Current Registrations
Thornburg Investment Management INC
May 2019 - Present · 6 yrs 9 mos
Thornburg Securities LLCBroker
April 2019 - Present · 6 yrs 10 mos
State Registrations1 state
NM
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Maria Isabel Ozechowski - Financial Advisor | TrueAdvisor