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Timothy Michael Mccormick

Investment adviser representative at Ancora Advisors LLC
19 yearsExperience
1 stateRegistered in
$4.6BFirm assets
23 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 assetsFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

19 years in the industry.

  1. Ancora Advisors LLCJun 2021 to now
  2. Inverness Securities LLCJun 2021 to now
  3. UnemployedMay 2019 to Jun 2021
  4. Mbsc Securities CorporationJul 2007 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1988
  • Series 65 · Uniform Investment Adviser Law2000

State registrations

Registered as an investment adviser representative in 1 state (OH).

Ancora Advisors LLC

$4.6BAssets managed
307Clients
9Advisers
23 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
1812000
Firm CRD
124674
Advisor's SEC record (opens in a new tab)
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