Michael Enrico Santelli

Employer firm

Ancora Private Wealth Advisors, LLC CRD 124845

$3.90B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → Present
  Inverness Investment Group
  Beachwood, OH

Other Businesses

1. MEMBER AND TREASURER OF ENRICO PROPERTIES, LLC, 3370 BEAU RIVAGE DR. APT C2, POMPANO BEACH, FL 33064; REAL ESTATE INVESTMENTS; 0-1 HOUR PER MONTH. START DATE AUG 2012.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-10-15

Designations

• Chartered Financial Analyst

Other Names

• Michael E Santelli