Financial ADVSR advisor directory · SEC adviser records
Embree Financial Group financial advisors in Chicago, IL
Every SEC-registered investment adviser representative at a Embree Financial Group office in Chicago, A to Z.
10 registered advisors work at Embree Financial Group in Chicago, out of 10 at the firm nationwide; it ranks number 77 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Embree Financial Group advisors in Chicago, A to Z
Every Embree Financial Group advisor →- Peter J. CecilInvestment adviser rep
- Patrick Cortazzo Jr.Certified Financial Planner, Chartered Financial Consultant
- Lara M. DaltonCertified Financial Planner
- Nick T. DemopoulosCertified Financial Planner
- Paul M. EmbreeInvestment adviser rep
- William E. EmbreeInvestment adviser rep
- Jared M. FunkInvestment adviser rep
- James J. KarabasCertified Financial Planner
- Andrew NighChartered Financial Analyst
- Matthew L. StadlerInvestment adviser rep
Embree Financial Group advisors in every city and state →Embree Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Chicago
All Chicago advisors →Morgan Stanley 557J.P. Morgan Securities LLC 549Hightower Advisors, LLC 448Merrill Lynch, Pierce, Fenner & Smith Incorporated 448William Blair 261Bankers Life Advisory Services, Inc. 229Nuveen Asset Management, LLC 219UBS Financial Services Inc. 173Neuberger Berman Bd LLC 108Wells Fargo Clearing Services, LLC 107LPL Financial LLC 104Strategic Advisers LLC 95
Questions
How many financial advisors does Embree Financial Group have in Chicago?
10 investment adviser representatives are registered at Embree Financial Group offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Embree Financial Group one of the largest advisor employers in Chicago?
Embree Financial Group ranks number 77 in Chicago by registered advisors; Morgan Stanley has the most, with 557.
How do I check a Embree Financial Group advisor in Chicago?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Embree Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.