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Emily McCracken

Venturi Private Wealth

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About Emily McCracken

Emily McCracken is a financial advisor registered with Venturi Private Wealth. Emily has been in the industry since May 2020, when she joined Northwestern Mutual Investment Services, LLC. She is licensed in Texas, where she also holds a Series 66 license. Emily is dedicated to providing financial advice to individuals, charitable organizations, and pooled investment vehicles. She also offers financial planning services and educational seminars.

Firm Information

Emily McCracken is currently registered with Venturi Private Wealth. Venturi Private Wealth is an investment advisor based in AUSTIN, TX. The firm manages over $2.6 billion in assets and primarily serves high-net-worth individuals, charitable organizations, and pooled investment vehicles. Venturi Private Wealth offers a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and pooled investment vehicles.
Venturi Private Wealth

3600 N. CAPITAL OF TEXAS HWY.

AUSTIN, TX 78746

$2.64B

Assets Under Management

Not reported

Total Clients

17

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Emily McCracken’s Registration & Firm History

TX

10/05/2021 - Present

Venturi Private Wealth (AUSTIN TX)

CA

05/18/2020 - 09/14/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVINE CA)

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Licenses & Designations

BOTH

Issued 08/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily McCracken.
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