This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ZACKS INVESTMENT MANAGEMENT, INC.

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63

First exam

Feb 7, 2008

First registration

Jan 20, 2022

Dual registered

yes, broker-dealer

Other names

TONY CRUDELE

IAPD individual key

5439027

• Occurred

  Mar 18, 2026
  Advisor changed firm

  Tonio Crudele left Advisors Asset Management, Inc. for Zacks Investment Management, Inc. (registered 2026-03-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1ab26516-beec-27a1-4885-804da594543f

First observed

Jan 20, 2022

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.