Ryan Bartels is a registered investment advisor, based in Cleveland, OH, with 6 years of industry experience.
Location
6060 Parkland Boulevard, Suite 200, Cleveland, OH, 44124
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ryan is a co-founder and shareholder of Circuit Technologies, a smartphone application company, since 2016. He has no active duties or obligations and dedicates minimal time to this activity.
Employment History
Current Registrations
Inverness Securities, LLCBroker
September 2022 - Present · 3 yrs 7 mos
Ancora Private Wealth Advisors, LLC
September 2022 - Present · 3 yrs 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
August 2021 - September 2022 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
July 2021 - September 2022 · 1 yr 2 mos
Private Advisor Group, LLC
April 2021 - June 2021 · 2 mos
LPL Financial LLCBroker
April 2021 - June 2021 · 2 mos
Morgan Stanley
August 2019 - March 2021 · 1 yr 7 mos
Morgan StanleyBroker
July 2019 - March 2021 · 1 yr 8 mos
State Registrations2 states
ILOH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.