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Kevin Patrick Vaillancourt

ANCORA RETIREMENT PLAN ADVISORS, LLC·CLEVELAND, Ohio
SIE, Series 6, Series 7, Series 63Clean record8 years registeredANCORA RETIREMENT PLAN ADVISORS, LLC
6060 PARKLAND, CLEVELAND, OH 44124CRD# 2947318Firm CRD# 31256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Patrick Vaillancourt · CLEVELAND, OH
Registration
CRD #2947318 · ANCORA RETIREMENT PLAN ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

ANCORA PRIVATE WEALTH ADVISORS, LLC
May 2026 – present
ANCORA RETIREMENT PLAN ADVISORS, LLC
Mar 2024 – present
CBIZ INVESTMENT ADVISORY SERVICES, LLC
Dec 2018 – Feb 2020
CLEVELAND, OH
SEQUOIA FINANCIAL ADVISORS, L.L.C.
Nov 2017 – Dec 2018
AKRON, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · November 28, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ANCORA RETIREMENT PLAN ADVISORS, LLC
CRD 31256 · SEC 801-67475
AUM
$1.1B
Regulatory assets under management
Employees
42
149 client accounts
Services offered by ANCORA RETIREMENT PLAN ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ANCORA RETIREMENT PLAN ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Kevin Patrick Vaillancourt offer?
Kevin Patrick Vaillancourt specializes in Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Kevin Patrick Vaillancourt's credentials?
Kevin Patrick Vaillancourt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Patrick Vaillancourt located?
Kevin Patrick Vaillancourt is based in CLEVELAND, Ohio, working with ANCORA RETIREMENT PLAN ADVISORS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Kevin Patrick Vaillancourt charge for services?
Kevin Patrick Vaillancourt's firm is compensated through percentage of aum, subscription fees, other: revenue sharing with frs, and on credit and cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANCORA RETIREMENT PLAN ADVISORS, LLC?
ANCORA RETIREMENT PLAN ADVISORS, LLC has approximately 42 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ANCORA RETIREMENT PLAN ADVISORS, LLC

Jeremy Joseph Scacco
CLEVELAND, OH
William Michael Koenig
CLEVELAND, OH
David William Kuhr
MAYFIELD HEIGHTS, OH
Howard Scott Essner
CLEVELAND, OH
Peter Lawrence Mooney
MAYFIELD HEIGHTS, OH

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