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Zacks Investment Management, Inc. CRD 110897
$14.6B regulatory AUM 25 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-12 |
Branch Locations
101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zacks Investment Management | Chicago | IL | 08/2024 | Present |
| Bridge Legal | Chicago | IL | 10/2023 | 08/2024 |
| Timothy O' Toole's | Chicago | IL | 03/2023 | 09/2023 |
| Unemployed | Chicago | IL | 01/2023 | 02/2023 |
| Southern Illinois University | Carbondale | IL | 08/2017 | 12/2022 |
| Unemployed | Batavia | IL | 06/2017 | 07/2017 |
| Batavia Public High School | Batavia | IL | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-30 |
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