Matthew T. Glinsky

ZACKS INVESTMENT MANAGEMENT

Prosper, TX

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CRD#: 4596266

Professional summary

Matthew Todd Glinsky, who also goes by Matt T Glinsky, Matthew T. Glinsky, Matthew Glinsky, is a registered financial advisor currently at ZACKS INVESTMENT MANAGEMENT, INC. located in Prosper, Texas and LBMZ SECURITIES, INC. located in Chicago, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Matthew has worked at 6 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt T Glinsky | Matthew T. Glinsky | Matthew Glinsky

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I*113535 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RESTORATION DREAM HOMES, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: FRANKLIN, WISCONSIN 53132 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/10/2016 NUMBER OF HOURS DEVOTED: 8 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I HOLD A WISCONSIN CERTIFIED DWELLING CONTRACTOR'S LICENSE. THIS LICENSE ALLOWS ME TO PULL PERMITS AND PERFORM RESIDENTIAL REMODELING PROJECTS. I HAVE NO EMPLOYEES AND WILL NOT BE ENGAGING IN ANY PROJECTS DURING BUSINESS BANKING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Todd Glinsky's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 22, 2023 - Present

ZACKS INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 110897

Prosper, TX

Current

August 7, 2025 - Present

LBMZ SECURITIES, INC.

Office #1: 101 North Wacker Drive Suite 1500, Chicago, IL 60606

CRD#: 7874

CHICAGO, IL

Past

March 13, 2019 - December 6, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Milwaukee, WI

Past

March 11, 2019 - December 6, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Milwaukee, WI

Past

June 6, 2018 - January 4, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MILWAUKEE, WI

Past

April 24, 2018 - January 4, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MILWAUKEE, WI

Past

January 4, 2011 - April 11, 2011

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

RACINE, WI

Past

December 14, 2009 - October 12, 2010

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 111135

CHICAGO, IL

Past

May 18, 2001 - December 14, 2009

ZACKS INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 110897

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ZACKS INVESTMENT MANAGEMENT, INC.

CRD#: 110897 / SEC#: 801-40592

RIA

Registered Investment Advisory firm - (1/17/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Texas
(5/5/2025)

Texas
(8/7/2025)

IAR

Wisconsin
(12/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/4/2018

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/12/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ZACKS INVESTMENT MANAGEMENT, INC.

CRD#: 110897 / SEC#: 801-40592

RIA

Registered Investment Advisory firm - (1/17/1992 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(312) 265-9266

Established

Firm type

Fiscal year end

# of Employees

122

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ZACKS ADV PART 2 & APPENDIX 1 05 2025 (5/29/2025)

Regulatory assets under management

Total Number of Accounts	12,050
AUM (Assets Under Management)	$ 12,414,372,511

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Matthew T. Glinsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Todd Glinsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

LBMZ SECURITIES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

ZACKS INVESTMENT MANAGEMENT, INC.

Primary Firm SEC Registration

ZACKS INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/4/2018

Series 65

Date: 3/12/2001

SIE

Date: 10/1/2018

Series 7

Date: 4/24/2018

FINRA

Current Firm

ZACKS INVESTMENT MANAGEMENT, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ZACKS INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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