Howard Scott Essner
Investment adviser representative at Ancora Private Wealth Advisors, LLC
20 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
20 years in the industry.
- Ancora Retirement Plan Advisors IncApr 2018 to now
- Ancora Private Wealth Advisors, LLCMar 2010 to now
- Inverness Investment Group, LLCJan 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
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
- 5763274
- Firm CRD
- 124845