ZACKS INTELLIGENCE LLC
CRD #333798 SEC #801-131598 CHICAGO, IL (312)-265-9500
SEC Registered
Total AUM
--
Discretionary
--
Employees
7
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- FEBRUARY
- Registration Date
- --
- Latest Filing
- Nov 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Licciardi, Bryan, James | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Licciardi, Bryan, James | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Licciardi, Bryan, James | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Licciardi, Bryan, James | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| O'Connell, John, Francis | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| O'Connell, John, Francis | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| O'Connell, John, Francis | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| O'Connell, John, Francis | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| ZACKS INVESTMENT RESEARCH, INC. | DE | SOLE MEMBER | E | Control |
| ZACKS INVESTMENT RESEARCH, INC. | DE | SOLE MEMBER | E | Control |
| ZACKS INVESTMENT RESEARCH, INC. | DE | SOLE MEMBER | E | Control |
| ZACKS INVESTMENT RESEARCH, INC. | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ZACKS, FRANCINE, INA | I | THE GREENWOOD TRUST | F | |
| THE GREENWOOD TRUST | DE | ZACKS INVESTMENT RESEARCH, INC. | E | Control |
Registrations
Federal
IA
Nov 17, 2025 REGISTERED
Notice Filings (1)
IL
Address
101 N WACKER DRSUITE 1500
CHICAGO, IL 60606
United States
Phone: (312)-265-9500