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Patrick Cortazzo

Embree Financial Group

Chicago, IL

Trafford, PA

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Current Employers
Embree Financial Group

440 N Wells St Suite 530, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-11-24
PA RA APPROVED 2025-11-24
  • IL RA
    APPROVED
    Since 2025-11-24
  • PA RA
    APPROVED
    Since 2025-11-24

Branch Locations

440 N Wells St Suite 530, Chicago, IL 60654 • United States

Trafford, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Treloar & Heisel Wealth Management New Castle PA 12/2018 05/2022
Bny Mellon Pittsburgh PA 08/2018 11/2018
Saint Vincent College Latrobe PA 08/2014 07/2018
Waldron Private Wealth Bridgeville PA 05/2022 11/2025
Embree Financial Group Chicago IL 11/2025 Present
  • 12/2018 → 05/2022
    Treloar & Heisel Wealth Management
    New Castle, PA
  • 08/2018 → 11/2018
    Bny Mellon
    Pittsburgh, PA
  • 08/2014 → 07/2018
    Saint Vincent College
    Latrobe, PA
  • 05/2022 → 11/2025
    Waldron Private Wealth
    Bridgeville, PA
  • 11/2025 → Present
    Embree Financial Group
    Chicago, IL
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE AGENT; NOT INVESTMENT-RELATED; STARTED 5/2018; APPROXIMATELY ONE HOUR PER MONTH, ONE HOUR DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-16
  • S65 Uniform Investment Adviser Law Examination
    2019-02-16
Designations

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

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