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Chief Financial Officer · Ancora Retirement Plan Advisors, LLC

Matthew M. D'Anniballe

CRD 8015585 · Named on Form ADV at 4 SEC-registered advisers

At a glance

Ancora Retirement Plan Advisors, LLC, an SEC-registered asset manager based in Cleveland, OH with $1.5 billion in regulatory assets, lists Matthew M. D'Anniballe on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Matthew at 3 other registered advisers.

Firms and roles

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
4 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.