Ryan Bartels

Financial advisor at Ancora Private Wealth Advisors, LLC · Cleveland, OH

Last updated 2026-10-10

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Ryan Bartels is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH, CRD 7120648. Licenses and exams on the registration: Series 66. IAPD registration began 2019-08-23.

Registration

CRD number
7120648
Registration status
Active
IAPD registration
2019-08-23
Industry Experience
7 years
Work Experience
18 years
States registered
IL, OH

Licenses and exams

  • Series 66

Work history

  • 2019-06 to 2021-03 · Morgan Stanley · Barrington, IL
  • 2008-08 to 2019-05 · Student · Wauconda, IL
  • 2019-07 to 2021-03 · Morgan Stanley Private Bank, N.A · New York, NY
  • 2021-03 to 2021-06 · Map Wealth Management · Chicago, IL
  • 2021-03 to 2021-06 · Lpl Financial, LLC · Chicago, IL
  • 2021-04 to 2021-06 · Private Advisor Group, LLC · Chicago, IL
  • 2021-06 to 2022-09 · Fidelity Investments · Highland Park, IL
  • 2022-09 to Present · Inverness Securities, LLC · Cleveland, OH
  • 2022-09 to Present · Ancora Private (family) Wealth Advisors · Cleveland, OH

Current employment

SEC IAPD record for Ryan Bartels

Ancora Private Wealth Advisors, LLC

Regulatory AUM
$3,899,628,309
Registered advisors
15
Offices
4
Clients per advisor
300.6 (Very high)
Average AUM per client
$864.9K (Low)
High-net-worth client ratio
97.9% (Very high)

Ancora Private Wealth Advisors, LLC: advisors, services and reported ETF investments

About

Ryan Bartels is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH. Reported securities licenses include Series 66. The latest record indicates 7 years of industry experience and 18 years of reported work history.

Ancora Private Wealth Advisors, LLC's firm-level Form ADV reports 15 advisors across 4 offices; approximately 300.6 clients per advisor, average assets per client of $864,854, and regulatory AUM of $3.9B; client categories including High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Other Advisory Service.

What this firm offers

Filed by Ancora Private Wealth Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Performance-Based Fees
  • Other

Business and affiliations

  • Other Financial Product Salesperson
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

6060 Parkland Boulevard, Cleveland, OH 44124

14 advisors at this office.

Ancora Private Wealth Advisors office in Cleveland, OH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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