Trustee · Zacks Investment Management, Inc.
Francine I. Zacks
CRD 6501604 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Zacks Investment Management, Inc., an SEC-registered asset manager based in Chicago, IL with $14.6 billion in regulatory assets, lists Francine I. Zacks on its Form ADV as Trustee. The SEC filings also name Francine at 1 other registered adviser.
Firms and roles
- Zacks Investment Management, Inc.TrusteeAsset manager · Chicago, IL · $15B in regulatory assets
- Zacks Intelligence LLCTrusteeWealth manager · Chicago, IL · $0M in regulatory assets
AtlasMembers
Francine’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Leonard H. ZacksDirector, Zacks Investment Management, Inc.
- Frank C. LanzaChief Compliance Officer, Zacks Investment Management, Inc.
- Donald E. RalphChief Financial Officer, Zacks Investment Management, Inc.
- Mitchel E. ZacksPresident, Zacks Investment Management, Inc.
- Bryan J. LicciardiChief Executive Officer, Zacks Intelligence LLC
1 more person named with Francine on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Francine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.