David Gerard Sowerby
Investment adviser representative at Ancora Private Wealth Advisors, LLC
28 yearsExperience
1 stateRegistered in
CFADesignation
$3.9BFirm assets
Are you David Gerard Sowerby? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Ancora Private Wealth Advisors, LLCFeb 2026 to now
- Ancora AdvisorsAug 2017 to now
- Inverness Securities LLCAug 2017 to now
- Loomis Sayles Distributors, L.P.Oct 2008 to Aug 2017
- Loomis, Sayles & Company, L.P.Jan 1998 to Aug 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (MI).
Ancora Private Wealth Advisors, LLC
$3.9BAssets managed
4,509Clients
15Advisers
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
- 2371457
- Firm CRD
- 124845