Zacks Intelligence LLC
SEC RegisteredData-Driven Investing
About the firm
Zacks Intelligence provides AI-powered investment research and analysis to help individuals make more informed investment decisions. As a registered investment advisor, the firm combines fiduciary guidance with advanced technology and proprietary research methodologies developed over four decades.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
AI-powered investment research and analysis, stock analysis and recommendations, market intelligence, portfolio optimization tools, and technology-enhanced investment advisory services for stocks, ETFs, and market trends.
Who they serve
Individuals seeking more informed investment decisions, including both individual and institutional client segments.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1 | $2 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zacks Intelligence LLC 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 the SEC or FINRA websites before making any decision.
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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched