John P. Micklitsch

ANCORA ADVISORS LLC

Mayfield Heights, OH 44124

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CRD#: 2454497

Professional summary

John Pewters Micklitsch, CFA is a registered financial advisor currently at ANCORA ADVISORS LLC located in Mayfield Heights, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 2 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DIRECTOR OF BILTMORE TRUST AND BILTMIRE INSURANCE. NO COMPENSATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Pewters Micklitsch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

August 4, 2011 - Present

ANCORA ADVISORS LLC

Office #1: 6060 Parkland Boulevard Suite 200, Mayfield Heights, OH 44124

RIA

CRD#: 124674

Mayfield Heights, OH

Past

March 16, 1994 - May 16, 1996

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ANCORA ADVISORS LLC

ANCORA | NONE | ANCORA ADVISORS LLC

CRD#: 124674 / SEC#: 801-61770

RIA

Registered Investment Advisory firm - (1/30/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/4/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/14/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/23/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 4/18/1994

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/15/1994

General Securities Representative Examination

Current Firm

ANCORA ADVISORS LLC

ANCORA | NONE | ANCORA ADVISORS LLC

CRD#: 124674 / SEC#: 801-61770

RIA

Registered Investment Advisory firm - (1/30/2003 Approved)

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Contact information

Main Address

6060 Parkland Boulevard Suite 200, Mayfield Heights, OH 44124

Mailing Address

Phone number

(216) 825-4000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANCORA ADVISORS LLC FORM ADV PART 2A DTD 12-31-2024 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	313
AUM (Assets Under Management)	$ 4,478,947,496

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John P. Micklitsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Pewters Micklitsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANCORA ADVISORS LLC

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

ANCORA ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/1994

Series 63

Date: 3/23/1994

Series 31

Date: 4/18/1994

Series 7

Date: 3/15/1994

Current Firm

ANCORA ADVISORS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANCORA ADVISORS LLC

TRUST BUT VERIFY

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