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Ryan Bartels

Ancora Private Wealth Advisors, LLC

Chicago , IL

Cleveland, OH

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Current Employers
Ancora Private Wealth Advisors, Llc

6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-09-13
IL RA APPROVED 2022-09-12
  • OH RA
    APPROVED
    Since 2022-09-13
  • IL RA
    APPROVED
    Since 2022-09-12

Branch Locations

401 N Michigan Avenue Suite 260 , Chicago , IL 60611 • United States

6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Barrington IL 06/2019 03/2021
Student Wauconda IL 08/2008 05/2019
Morgan Stanley Private Bank, N.A New York NY 07/2019 03/2021
Map Wealth Management Chicago IL 03/2021 06/2021
Lpl Financial, Llc Chicago IL 03/2021 06/2021
Private Advisor Group, Llc Chicago IL 04/2021 06/2021
Fidelity Investments Highland Park IL 06/2021 09/2022
Inverness Securities, Llc Cleveland OH 09/2022 Present
Ancora Private (Family) Wealth Advisors Cleveland OH 09/2022 Present
  • 06/2019 → 03/2021
    Morgan Stanley
    Barrington, IL
  • 08/2008 → 05/2019
    Student
    Wauconda, IL
  • 07/2019 → 03/2021
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 03/2021 → 06/2021
    Map Wealth Management
    Chicago, IL
  • 03/2021 → 06/2021
    Lpl Financial, Llc
    Chicago, IL
  • 04/2021 → 06/2021
    Private Advisor Group, Llc
    Chicago, IL
  • 06/2021 → 09/2022
    Fidelity Investments
    Highland Park, IL
  • 09/2022 → Present
    Inverness Securities, Llc
    Cleveland, OH
  • 09/2022 → Present
    Ancora Private (Family) Wealth Advisors
    Cleveland, OH
Previous Registrations
  • 2021-08-12 → 2022-09-06
    Fidelity Personal And Workplace Advisors
    Highland Park, IL
  • 2021-04-07 → 2021-06-08
    Private Advisor Group, Llc
    Chicago, IL
    Morristown, NJ
  • 2019-08-23 → 2021-03-25
    Morgan Stanley
    Barrington, IL
Other Businesses

OBA-60639|OrgNmn:Circuit Technologies|Org Addr:Shaker Hei,Ohio,US|OBA Nature:Smartphone Application|Invst Rel:N|Title:Co-Founder|Duties:No active duties or obligations. I only act as a shareholder.|StrtDt:07-01-2016|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-23
  • S66 Uniform Combined State Law Examination
    2019-08-23

View on SEC IAPD

Other Firms

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GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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