Cassandra Hanke
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.
- Ancora Private Wealth Advisors, LLCAug 2026 to now
- Ancora Holdings GroupJan 2026 to now
- Inverness Securities, LLCJan 2026 to now
- PimcoJan 2025 to Dec 2025
- PimcoJan 2023 to Dec 2024
- PimcoJan 2022 to Dec 2022
- PimcoFeb 2020 to Dec 2021
- Creative Benefits StrategiesDec 2019 to Jan 2020
- PimcoJun 2019 to Aug 2019
- Creative Benefits StrategiesMar 2019 to Mar 2019
- PetvaluFeb 2019 to Dec 2019
- Creative Benefits StrategiesNov 2018 to Jan 2019
- Creative Benefits StrategiesJun 2018 to Aug 2018
- University of KentuckyAug 2016 to Dec 2019
- Fresh City MarketApr 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8211911
- Firm CRD
- 124845