Ryan
Bartels
Ancora Family Wealth Advisors, LLC
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About this Advisor
Ryan Bartels is a financial advisor working out of Cleveland, Ohio with a total of 1 year of industry experience. Bartels is an employee of Ancora Family Wealth Advisors, LLC. Bartels has gained experience at Morgan Stanley, Student, Morgan Stanley Private Bank, N.A, Map Wealth Management, Lpl Financial, LLC, Private Advisor Group, LLC and Fidelity Investments. Bartels has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Illinois and Ohio. Ancora Family Wealth Advisors, LLC is a financial advisory company that has its headquarters in Cleveland, OH. The company has offices in two locations and a total of 62 financial advisors. It has $2 billion in total assets between its 3,474 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 25 charitable organizations. Of its 3,474 accounts, 97% belong to high-net-worth investors who have more than $1 million in assets available to invest. Ancora Family Wealth Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules are based on which service is provided. Fees billed by Ancora Family Wealth Advisors, LLC most likely include asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ancora Family Wealth Advisors, LLC Brokerage Details
$2,258,611,511
62
3,474
$650,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Ryan Bartels Work History
Ryan has been registered as a financial advisor for 1 years.*
Fidelity Investments
Map Wealth Management
Lpl Financial, LLC
Private Advisor Group, LLC
Morgan Stanley
Morgan Stanley Private Bank, N.A
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Bartels to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ancora Family Wealth Advisors, LLC
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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