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Andrew James Farinelli

Embree Financial Group

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About Andrew James Farinelli

Andrew Farinelli is an investment advisor representative with Embree Financial Group. Andrew has been in the industry since November 2014 and has passed the Series 7, Series 66, and SIE exams. Andrew's previous experience includes roles at Purshe Kaplan Sterling Investments and VOYA FINANCIAL ADVISORS, INC.. Andrew is registered to provide investment advice in Illinois. Andrew specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Andrew Farinelli is currently registered with Embree Financial Group. Embree Financial Group is a Chicago, IL-based investment advisory firm with approximately $2.28 billion in regulatory assets under management. The firm provides financial planning, pension consulting, publication of periodicals, selection of other advisers, and portfolio management for individuals, businesses, and pension and profit-sharing plans.
Embree Financial Group

440 N WELLS ST

CHICAGO, IL 60654

$2.28B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Farinelli’s Registration & Firm History

IL

03/17/2021 - Present

Embree Financial Group (CHICAGO IL)

IL

11/05/2014 - 12/31/2020

PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)

IL

09/11/2014 - 10/03/2014

VOYA FINANCIAL ADVISORS, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 10/10/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew James Farinelli.
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