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Tyler G. Long

Zacks Investment Management, Inc.

Chicago, IL

CRD 8162427

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Employer firm

Zacks Investment Management, Inc. CRD 110897

$14.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS

From the firm’s Form ADV. Read the guides:

Current Employers
Zacks Investment Management, Inc.

101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-12
  • IL RA
    APPROVED
    Since 2025-09-12

Branch Locations

101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2024 → Present
    Zacks Investment Management
    Chicago, IL
  • 10/2023 → 08/2024
    Bridge Legal
    Chicago, IL
  • 03/2023 → 09/2023
    Timothy O' Toole's
    Chicago, IL
  • 01/2023 → 02/2023
    Unemployed
    Chicago, IL
  • 08/2017 → 12/2022
    Southern Illinois University
    Carbondale, IL
  • 06/2017 → 07/2017
    Unemployed
    Batavia, IL
  • 08/2013 → 05/2017
    Batavia Public High School
    Batavia, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-30
  • S65 Uniform Investment Adviser Law Examination
    2025-08-30

View on SEC IAPD

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