Robert John Alessandro

Zacks Investment Management, Inc.

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Current Employers

Zacks Investment Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-04-15

MA RA
APPROVED

Since 2026-04-15

Branch Locations

Braintree, MA • United States

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

Organization	City	State	From	To
Mcadam Llc	Boston	MA	06/2017	12/2018
Purshe Kaplan Sterling Investments	Albany	NY	06/2017	12/2018
Umass Amherst	Amherst	MA	09/2013	06/2017
Harbor Capital Advisors	Boston	MA	01/2019	11/2025
Harbor Funds Distributors	Boston	MA	01/2019	11/2025
Zacks Investment Management	Chicago	IL	12/2025	Present

06/2017 → 12/2018

Mcadam Llc

Boston, MA
06/2017 → 12/2018

Purshe Kaplan Sterling Investments

Albany, NY
09/2013 → 06/2017

Umass Amherst

Amherst, MA
01/2019 → 11/2025

Harbor Capital Advisors

Boston, MA
01/2019 → 11/2025

Harbor Funds Distributors

Boston, MA
12/2025 → Present

Zacks Investment Management

Chicago, IL

Previous Registrations

2017-09-20 → 2018-12-20

Mcadam Llc

Boston, MA

Radnor, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-21
S63	Uniform Securities Agent State Law Examination	2017-08-10

S65 Uniform Investment Adviser Law Examination

2026-02-21
S63 Uniform Securities Agent State Law Examination

2017-08-10

Other Names

Robert Alessandro
Rob Alessandro

View on SEC IAPD

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