Ryan Bartels
Investment adviser representative at Ancora Private Wealth Advisors, LLC
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- Ancora Private Wealth Advisors, LLCSep 2022 to now
- Ancora Private (family) Wealth AdvisorsSep 2022 to now
- Inverness Securities, LLCSep 2022 to now
- Fidelity InvestmentsJun 2021 to Sep 2022
- Private Advisor Group, LLCApr 2021 to Jun 2021
- LPL Financial, LLCMar 2021 to Jun 2021
- Map Wealth ManagementMar 2021 to Jun 2021
- Morgan Stanley Private Bank, N.AJul 2019 to Mar 2021
- Morgan StanleyJun 2019 to Mar 2021
- StudentAug 2008 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7120648
- Firm CRD
- 124845