Kevin Patrick Vaillancourt
Investment adviser representative at Ancora Private Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$3.9BFirm 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Inverness Securities LLCMar 2020 to now
- Ancora Private Wealth Advisors, LLCFeb 2020 to now
- Ancora Holdings GroupFeb 2020 to now
- Ancora Retirement Plan AdvisorsFeb 2020 to now
- Cbiz Investment Advisory ServicesDec 2018 to Feb 2020
- Sequoia Financial Advisors, LLCNov 2017 to Feb 2020
- Sequoia Financial Group, LLCNov 2017 to Feb 2020
- Not EmployedMay 2017 to Oct 2017
- Resource SecuritiesNov 2016 to Apr 2017
- Not EmployedJan 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 2947318
- Firm CRD
- 124845