Brian J. Donovan
Professional summary
Brian J Donovan is a registered financial advisor currently at ZACKS INVESTMENT MANAGEMENT, INC. located in Canton, Massachusetts and LBMZ SECURITIES, INC. located in Chicago, Illinois.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Brian has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7TO exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian J Donovan's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2022 - Present
ZACKS INVESTMENT MANAGEMENT, INC.
August 28, 2023 - Present
LBMZ SECURITIES, INC.
Office #1: 101 North Wacker Drive Suite 1500, Chicago, IL 60606Primary Firm SEC Registration
ZACKS INVESTMENT MANAGEMENT, INC.
CRD#: 110897 / SEC#: 801-40592
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/31/2023)
(10/31/2023)
(3/31/2022)
(10/16/2023)
(10/31/2023)
(10/31/2023)
(10/31/2023)
(10/31/2023)
Exams
Series 7TO
Date: 3/3/2023
General Securities Representative ExaminationFINRA
Current Firm
ZACKS INVESTMENT MANAGEMENT, INC.
CRD#: 110897 / SEC#: 801-40592
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,050 |
| AUM (Assets Under Management) | $ 12,414,372,511 |
Red Flags
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