Michael Embrescia
Michael Embrescia is a registered investment advisor at Emvision Capital Advisors, LLC, based in Aurora, OH, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 429 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EmVision Capital Advisors charges an annual percentage fee based on the value of your investments. The exact fee is negotiated with each client. Some clients may have a minimum quarterly fee or flat fee structures not based on the value of their investments.
Location
251 W. Garfield Rd, Ste 155, Aurora, OH, 44202
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2015Customer Dispute
February 2011Other Business ActivitiesSells Insurance
Michael sells fixed insurance, dedicating about a quarter of his time to this activity. He also owns Brockway Properties LLC for residential real estate and is a co-owner of 251 W Garfield, LLC for commercial real estate, taking minimal time. Additionally, Michael is a co-owner of M&D Financial Enterprises, Inc., DBA EmVision Capital Advisors, dedicating full-time hours to this business which facilitates securities, advisory, and insurance business.
Employment History
Current Registrations
Emvision Capital Advisors, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Emvision Capital Advisors, LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Jefferson Pilot Securities CorporationBroker
Wrp Investments, INC.
Wrp Investments, INC.Broker
Nylife Securities INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.