Robert John Alessandro
Investment adviser representative at Zacks Investment Management, Inc.
13 yearsExperience
1 stateRegistered in
$14.6BFirm assets
34 yearsFirm in business
Are you Robert John Alessandro? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Zacks Investment Management, Inc.Dec 2025 to now
- Harbor Capital AdvisorsJan 2019 to Nov 2025
- Harbor Funds DistributorsJan 2019 to Nov 2025
- Mcadam LLCJun 2017 to Dec 2018
- Purshe Kaplan Sterling InvestmentsJun 2017 to Dec 2018
- Umass AmherstSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Zacks Investment Management, Inc.
$14.6BAssets managed
3,741Clients
83Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6822630
- Firm CRD
- 110897