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Gabriel Phillip Szymarek

Investment Adviser Representative at Zacks Investment Management, Inc.

Edwardsville, ILCRD #6794961Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gabriel Phillip Szymarek is an investment adviser representative with Zacks Investment Management, Inc. in Edwardsville, IL, where they have been registered since 2021. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Dearborn Partners L.L.C. and Wells Fargo Clearing Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois.

Office

101 N. Wacker Drive, Suite 1500
Chicago, IL 60606

Advisors at this office: 40

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois
Broker:
9 states and territories

Arkansas, Kansas, Kentucky, Louisiana, Mississippi, Missouri, Oklahoma, Tennessee, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/8/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/20/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LBMZ Securities, Inc.Current
5/24/2022 – Edwardsville, IL
Zacks Investment Management, Inc.Current
3/31/2021 – Chicago, IL
Dearborn Partners L.L.C.
9/11/2019 – 6/16/2020Chicago, IL
Wells Fargo Clearing Services, LLC
5/31/2018 – 12/3/2018St. Louis, MO
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1/9/2018 – 5/10/2018Glen Carbon, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Aug 2017 – May 2018Glen Carbon, IL
  2. Southern Illinois University Edwardsville
    Aug 2013 – Jun 2017Edwardsville, IL
  3. Northwestern Mutual
    Jun 2017 – Aug 2017Edwardsville, IL
  4. Alpine Shop
    Aug 2015 – Aug 2017O'Fallon, IL
  5. Bank of America, N.A.
    Feb 2018 – May 2018Glen Carbon, IL
  6. Wells Fargo Clearing Services
    May 2018 – Dec 2018St. Louis, MO
  7. Dearborn Partners
    Jan 2019 – May 2020Chicago, IL
  8. Quasar Distributors LLC
    Feb 2019 – May 2020Milwaukee, WI
  9. Innovator Capital Management, LLC
    Jun 2020 – Feb 2021Wheaton, IL
  10. Foreside Fund Services, LLC
    Jun 2020 – Feb 2021Wheaton, IL
  11. Zacks Investment Management
    Mar 2021 – no end date reportedChicago, IL
  12. LBMZ Securities, Inc.
    May 2022 – no end date reportedChicago, IL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Zacks Investment Management, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
81
Offices listed on AdvisorFinder:
20
Main office:
Chicago, IL
SEC file number:
801-40592

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 29, 2026

View full firm profile

Other advisors at Zacks Investment Management, Inc.

Showing 12 of 81 in the directory

View Zacks Investment Management, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gabriel Phillip Szymarek has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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