Investment adviser representative · Embree Financial Group
Cooper J. Perry
CRD 6667132 · Chicago, IL
At a glance
Cooper J. Perry is an investment adviser representative with Embree Financial Group in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cooper’s SEC record dates to 2018, about 8 years ago.
Current advisory firm
- Embree Financial GroupSince September 2023Chicago, IL · $2.6B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Cooper’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Embree Financial Group
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- Patrick Cortazzo Jr.Chicago · Certified Financial Planner, Chartered Financial Consultant
- Lara M. DaltonChicago · Certified Financial Planner
- Samantha DavidsonChicago · Certified Financial Planner
- Nick T. DemopoulosChicago · Certified Financial Planner
- Paul M. EmbreeChicago
- William E. EmbreeChicago
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