AdvisorOS Directory
Claim Profile
TC

Tricia Marie Cunningham

ANCORA ADVISORS LLC·MAYFIELD HEIGHTS, Ohio
Unclaimed Profile
6060 PARKLAND BOULEVARD, MAYFIELD HEIGHTS, OH 44124CRD# 7030665Firm CRD# 124674
01

About

Tricia Marie Cunningham is a registered financial advisor based in MAYFIELD HEIGHTS, Ohio, affiliated with ANCORA ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
ANCORA ADVISORS LLC
ANCORA ADVISORS LLC
AUM
$4.3B
Regulatory assets under management
Employees
60
Total firm employees
View all advisors at ANCORA ADVISORS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS
Regulatory
SEC/IARD CRD# 7030665
Firm CRD# 124674
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MAYFIELD HEIGHTS?

Browse all registered financial advisors in MAYFIELD HEIGHTS, Ohio or claim this profile if it's yours.

Browse MAYFIELD HEIGHTS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Tricia Marie Cunningham offer?
Tricia Marie Cunningham specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.
What are Tricia Marie Cunningham's credentials?
Tricia Marie Cunningham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tricia Marie Cunningham located?
Tricia Marie Cunningham is based in MAYFIELD HEIGHTS, Ohio, working with ANCORA ADVISORS LLC. Their office serves clients in the MAYFIELD HEIGHTS metropolitan area and surrounding communities.
How does Tricia Marie Cunningham charge for services?
Tricia Marie Cunningham'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 ADVISORS LLC?
ANCORA ADVISORS LLC has approximately 60 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MAYFIELD HEIGHTS
David William Kuhr — SAFEGUARD SECURITIES, INC.Kevin Howard Myeroff — FINANCIAL PLANNERS OF CLEVELAND, INC.Carole Jean Weinberg — FINANCIAL PLANNERS OF CLEVELAND, INC.Dennis Patrick Lehman — FINANCIAL PLANNERS OF CLEVELAND, INC.Peter Lawrence Mooney — SAFEGUARD SECURITIES, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile