Michael David Peart
Investment adviser representative at Embree Financial Group
11 yearsExperience
2 statesRegistered in
$2.6BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Embree Financial GroupJun 2018 to now
- Mcadam LLCJun 2015 to Jun 2018
- Purshe Kaplan Sterling InvestmentsJun 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, IL).
Embree Financial Group
$2.6BAssets managed
936Clients
13Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6507793
- Firm CRD
- 108233