Unclaimed Profile

Robert Reeve Renner

ANCORA INVERNESS, LLC·CLEVELAND, Ohio

SIE, Series 7, Series 24, Series 28, Series 99TOClean record19 years registeredANCORA INVERNESS, LLC

6060 PARKLAND BOULEVARD, CLEVELAND, OH 44124CRD# 4680886Firm CRD# 124845

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Reeve Renner · CLEVELAND, OH

Registration

CRD #4680886 · ANCORA INVERNESS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ANCORA INVERNESS, LLC

ANCORA FAMILY WEALTH ADVISORS, LLC

Feb 2007 – Dec 2024

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 99TO

Registration record

First registered · February 20, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

ANCORA FAMILY WEALTH ADVISORS, LLC

CRD 124845 · SEC 801-61942

AUM

$2.7B

Regulatory assets under management

Employees

3,813 client accounts

Services offered by ANCORA FAMILY WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ANCORA FAMILY WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Reeve Renner offer?

Robert Reeve Renner specializes in Financial Planning, Investment Management.

What are Robert Reeve Renner's credentials?

Robert Reeve Renner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Reeve Renner located?

Robert Reeve Renner is based in CLEVELAND, Ohio, last registered with ANCORA INVERNESS, LLC.

How does Robert Reeve Renner charge for services?

Robert Reeve Renner's firm is compensated through percentage of aum, subscription fees, performance-based 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 INVERNESS, LLC?

ANCORA INVERNESS, LLC has approximately 65 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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