# ENVESTNET EMBEDDED ADVISORY, INC.

ENVESTNET EMBEDDED ADVISORY, INC. of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 322162
- Type: SEC-registered investment adviser
- SEC file number: 801-126477
- Location: ONE NORTH WACKER DRIVE, SUITE 1925, CHICAGO, IL, 60606
- Phone: 312-827-2800
- Latest filing: 2024-03-28
- Regulatory AUM: $10K
- Discretionary AUM: $10K
- Clients: 12
- Accounts: 26

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| SIPP THOMAS MICHAEL | EVP, ENVESTNET BUSINESS LINES | — |
| FOX JAMES LAWRENCE | INTERIM CHIEF EXECUTIVE OFFICER | — |
| DARRIGO PETER H | CHIEF FINANCIAL OFFICER | — |
| THOMAS BRANDON ROCKWELL | CO-CIO | — |
| CRAGER WILLIAM C | CEO | — |
| MAYER STEPHEN DAVID | CHIEF OPERATING OFFICER | — |
| O'BRIEN SHELLY S | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | — |
| DEVOE DEBRA JANE | CHIEF COMPLIANCE OFFICER | — |
| D'AURIA DANA MARIE | CO-CIO | — |
| COPPOLA ROBERT MICHAEL | CHIEF TECHNOLOGY OFFICER | — |
| Fava Danielle | PRINCIPAL | — |
| MCEWAN IAIN EDWARD | CHIEF COMPLIANCE OFFICER | — |
| WARREN JOSHUA B | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322162/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322162/similar
- Related entities: https://search.stillhousedata.com/firm/322162/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322162

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.