Thomas Edward Zanellato
Investment adviser representative at Principal Asset Management
12 yearsExperience
1 stateRegistered in
$427.7BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Principal Asset ManagementJul 2025 to now
- Principal Funds DistributorJul 2025 to now
- Icapital Markets LLCDec 2023 to Jun 2025
- Institutional Capital NetworkDec 2023 to Jun 2025
- Putnam Retail ManagementSep 2022 to Dec 2023
- Nuveen Securities, LLCJun 2018 to Sep 2022
- Alps Distributors, IncSep 2015 to Jun 2018
- Brandes Investment Partners L.P.Jul 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NV).
Principal Asset Management
Legal name: Principal Global Investors, LLC
$427.7BAssets managed
8,205Clients
121Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5865535
- Firm CRD
- 109002