Christopher N. Wallack

ZACKS INVESTMENT MANAGEMENT

Chagrin Falls, OH

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CRD#: 6320021

Professional summary

Christopher Nicholas Wallack, who also goes by Christopher Wallack, is a registered financial advisor currently at ZACKS INVESTMENT MANAGEMENT, INC. located in Chagrin Falls, Ohio.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Christopher has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Wallack

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.

Name of Outside Business:Couture By Sadie; Investment Related:No; Address of Outside Business:Hudson, OHIO; Nature of Outside Business:Other; Position:Co-Owner; Start Date:9/1/2014; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: FinancialsName of Outside Business:ABB All Brides Beautiful; Investment Related:No; Address of Outside Business:Hudson OH; Nature of Outside Business:Retail Sales; Position:LLC Manager; Start Date:3/1/2019; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: Help with books and making business decisions- Not part of every day running of business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Nicholas Wallack'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

October 28, 2025 - Present

ZACKS INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 110897

Chagrin Falls, OH

Past

August 16, 2021 - July 18, 2025

FISHER INVESTMENTS

RIA

CRD#: 107342

Streetsboro, OH

Past

February 27, 2018 - July 7, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

Orange Village, OH

Past

February 26, 2018 - July 7, 2021

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Orange Village, OH

Past

February 26, 2018 - July 7, 2021

TD AMERITRADE, INC.

CRD#: 7870

Orange Village, OH

Past

January 24, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

October 14, 2015 - February 26, 2018

SCOTTRADE, INC.

CRD#: 8206

Warrensville Heights, OH

Past

November 4, 2014 - October 15, 2015

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

AKRON, OH

Past

June 23, 2014 - October 15, 2015

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

AKRON, OH

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/28/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/4/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/2014

General Securities Representative Examination

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

Christopher N. Wallack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Nicholas Wallack's CRS (Customer Relationship Summary).

Certified licenses

Experience

FISHER INVESTMENTS

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

ZACKS INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2014

SIE

Date: 10/1/2018

Series 7

Date: 6/22/2014

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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