DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

MATTHEW TODD GLINSKY

Advisor at ZACKS INVESTMENT MANAGEMENT, INC.

Prosper, TX | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d9051065-4cc0-5736-dff4-d6b783bbaf91

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 18, 2001 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Mar 12, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S66
First exam: Mar 12, 2001
First registration: May 18, 2001
Dual registered: yes, broker-dealer
Other names: MATTHEW T. GLINSKY|MATT T GLINSKY|Matthew Glinsky
IAPD individual key: 4596266

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ZACKS INVESTMENT MANAGEMENT, INC.	Mixed wealth	Dec 26, 2023	n/a	yes	CHICAGO, IL\|Prosper, TX	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 13, 2019	Dec 6, 2023	no	Milwaukee, WI\|Brookfield, WI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 6, 2018	Jan 4, 2019	no	MILWAUKEE, WI	Previous registration
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Jan 4, 2011	Apr 11, 2011	no	Racine, WI	Previous registration
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	Mixed wealth	Dec 14, 2009	Oct 12, 2010	no	CHICAGO, IL	Previous registration
ZACKS INVESTMENT MANAGEMENT, INC.	Mixed wealth	May 18, 2001	Dec 14, 2009	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	ZACKS INVESTMENT MANAGEMENT, INC.	Dec 6, 2023	Dec 26, 2023	20	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHARLES SCHWAB & CO., INC.	Jan 4, 2019	Mar 13, 2019	68	Firm change	Wirehouse to ibd
ROBERT W. BAIRD & CO. INCORPORATED	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 11, 2011	Jun 6, 2018	2,613	Firm change after gap	Other
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	ROBERT W. BAIRD & CO. INCORPORATED	Oct 12, 2010	Jan 4, 2011	84	Firm change	Other
ZACKS INVESTMENT MANAGEMENT, INC.	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	Dec 14, 2009	Dec 14, 2009	0	Firm change	Other

Relationships

Registered with (5)

→ ZACKS INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
May 18, 2001 to Dec 14, 2009factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 13, 2019 to Dec 6, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 6, 2018 to Jan 4, 2019factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Jan 4, 2011 to Apr 11, 2011factForm ADV
→ MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 14, 2009 to Oct 12, 2010factForm ADV

Dated events

Occurred
Dec 6, 2023
Advisor changed firm
Matthew Todd Glinsky left Charles Schwab & Co., Inc. for Zacks Investment Management, Inc. (registered 2023-12-26)
Form ADVobserved 4 days ago