Emily Mccracken
Investment adviser representative at Venturi Private Wealth
10 yearsExperience
1 stateRegistered in
$3.6BFirm assets
12 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Venturi Private WealthOct 2021 to now
- Brett BissellDec 2019 to now
- Northwestern Mutual Investment Services LLCDec 2019 to now
- Robert GrimmDec 2019 to now
- Northwestern Mutual Wealth Management CompanyNov 2020 to Sep 2021
- Brett J BissellAug 2019 to Dec 2019
- Jon D LugoAug 2019 to Dec 2019
- Robert A GrimmAug 2019 to Dec 2019
- MassmutualSep 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Venturi Private Wealth
Legal name: Venturi Wealth Management, LLC
$3.6BAssets managed
720Clients
20Advisers
12 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
- 6711017
- Firm CRD
- 169576