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Investment adviser representative · Ancora Private Wealth Advisors, LLC

Michael E. Santelli

CRD 2169582 · Cleveland, OH

At a glance

Michael E. Santelli is an investment adviser representative with Ancora Private Wealth Advisors, LLC in Cleveland, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2014, about 12 years ago. Designations on file: Chartered Financial Analyst.

Current advisory firm

SEC adviser record

Registered since
2014 (12 years)
Designations
Chartered Financial Analyst
Exams
Series 63
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Michael’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
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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.

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