Mitchell Conley, financial advisor Chicago IL

Mitchell Conley

CRD Number: 6641356
Current Firm: Zacks Investment Management, Inc.

Mitchell Conley (CRD# 6641356) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Zacks Investment Management Chicago, IL Jul 2018 - Current 3
The Kenrich Group Chicago, IL Jun 2017 - May 2018 < 1
Loyola University Chicago Chicago, IL Aug 2013 - May 2017 3
Hononegah High School Rockton, IL Aug 2009 - Jun 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2018
S63 Uniform Securities State Law Examination Mar 2020
Contact Info for Mitchell F. Conley
Phone Number: 312-265-9266
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    6,216
    MILLIONS
  • Total Number of Accounts
    5,539
    ACCOUNTS
  • Average Account Value
    $1,122,282
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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