Investment adviser representative · Ancora Retirement Plan Advisors, LLC
Howard S. Essner
CRD 5763274 · Cleveland, OH
At a glance
Howard S. Essner is an investment adviser representative with Ancora Retirement Plan Advisors, LLC in Cleveland, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Howard’s SEC record dates to 2010, about 16 years ago.
Current advisory firms
- Ancora Retirement Plan Advisors, LLCSince April 2018Cleveland, OH · $1.5B in regulatory assets
- Ancora Private Wealth Advisors, LLCSince March 2010Cleveland, OH · $3.9B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Howard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.