Zacks Intelligence LLC

● SEC registered since 2024CRD 333798SEC# 801-131598Chicago, IL

Export (members)

Reg. AUM

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Employees

Accounts

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Location

Chicago, IL

Zacks Intelligence LLC assets under management

Zacks Intelligence LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2024. It employs 7 people.

zacksintelligence.com View on SEC.gov ↗

Zacks Intelligence LLC owners & executives

5 reported

Name	Title	Ownership	Since
Bryan James Licciardi Control	Chief Executive Officer	Under 5%	2024
John Francis O'Connell Control	Chief Compliance Officer & Chief Financial Officer	Under 5%	2024
Zacks Investment Research, Inc. Control	Sole Member	Over 75%	2024
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Frequently asked questions

How many employees does Zacks Intelligence LLC have?

Zacks Intelligence LLC reports 7 employees.

Where is Zacks Intelligence LLC located?

Zacks Intelligence LLC is based in Chicago, IL and has been SEC-registered since 2024.

Does Zacks Intelligence LLC disclose fund performance?

Zacks Intelligence LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address	101 N Wacker Dr, Suite 1500, Chicago, IL 60606
Phone	(312)-265-9500
Office hours	9 a.m. To 5 p.m.
SEC region	Chicago Regional Office (CHRO)
Discloses disciplinary history	No