Claim Profile
DE

Dale Brian Embry

MEADOWBROOK INVESTMENT ADVISORS LLC·LIVONIA, Michigan
Unclaimed Profile
17199 N LAUREL PARK DR, LIVONIA, MI 48152-7904CRD# 4354547Firm CRD# 109960
01

About

Dale Brian Embry is a registered financial advisor based in LIVONIA, Michigan, affiliated with MEADOWBROOK INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MEADOWBROOK INVESTMENT ADVISORS LLC
MEADOWBROOK INVESTMENT ADVISORS LLC
AUM
$160M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4354547
Firm CRD# 109960
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LIVONIA?

Browse all registered financial advisors in LIVONIA, Michigan or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Dale Brian Embry offer?
Dale Brian Embry specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LIVONIA, Michigan for a consultation.
What are Dale Brian Embry's credentials?
Dale Brian Embry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dale Brian Embry located?
Dale Brian Embry is based in LIVONIA, Michigan, working with MEADOWBROOK INVESTMENT ADVISORS LLC. Their office serves clients in the LIVONIA metropolitan area and surrounding communities.
How does Dale Brian Embry charge for services?
Dale Brian Embry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEADOWBROOK INVESTMENT ADVISORS LLC?
MEADOWBROOK INVESTMENT ADVISORS LLC has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty