JD
John E. Danch
SAFEGUARD SECURITIES
Cleveland, OH 44124
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CRD#: 4881240
JD
Professional summary
John Edward Danch is a registered financial advisor currently at SAFEGUARD SECURITIES, INC. located in Cleveland, Ohio and ANCORA PRIVATE WEALTH ADVISORS, LLC located in Cleveland, Ohio.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. John has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
SOURCE INSURANCE, NOT INVESTMENT-RELATED, 6060 PARKLAND BLVD, SUITE 200, MAYFIELD HEIGHTS, OH, 44124, FIXED INSURANCE SALES, 5/07, 5 HOURS, 5 HOURS, FIXED INSURANCE SALES. SELF-EMPLOYED, NOT INVESTMENT-RELATED,
CRS (Client Relationship Summary) - RIA
Click below to view John Edward Danch's 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®
NoneExperience
Current
May 10, 2007 - Present
SAFEGUARD SECURITIES, INC.
Office #1: 6060 Parkland Suite 200, Cleveland, OH 44124RIA
CRD#: 31256
Cleveland, OH
Current
June 19, 2020 - Present
ANCORA PRIVATE WEALTH ADVISORS, LLC
Office #1: 6060 Parkland Boulevard Suite 200, Cleveland, OH 44124RIA
CRD#: 124845
Cleveland, OH
Current
December 13, 2016 - Present
INVERNESS SECURITIES, LLC
Office #1: 6060 Parkland Blvd Suite 200, Cleveland, OH 44124Office #2: 6060 Parkland Blvd Ste 200, Cleveland, OH 44124BD
CRD#: 129914
Cleveland, OH
Past
May 9, 2007 - October 27, 2017
SAFEGUARD SECURITIES, INC.
BD
CRD#: 31256
MAYFIELD HEIGHTS, OH
Past
June 6, 2005 - May 11, 2007
WATERSTONE FINANCIAL GROUP, INC.
RIA
CRD#: 10078
BEACHWOOD, OH
Past
December 8, 2004 - May 11, 2007
WATERSTONE FINANCIAL GROUP, INC.
BD
CRD#: 10078
BEACHWOOD, OH
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".
AP
ANCORA PRIVATE WEALTH ADVISORS, LLC
ANCORA | TCG ASSET MANAGEMENT, LLC | TCG ASSET MANAGEMENT | INVERNESS INVESTMENT GROUP, LLC | ANCORA PRIVATE WEALTH ADVISORS, LLC | ANCORA INVERNESS, LLC | ANCORA FAMILY WEALTH ADVISORS, LLC | ANCORA FAMILY WEALTH ADVISORS, INC.
CRD#: 124845 / SEC#: 801-61942
RIA
Registered Investment Advisory firm - (4/3/2003 Approved)Ohio
Registered Investment Advisory firm - (4/3/2003 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/6/2021)
RR
Connecticut(9/19/2023)
RR
Delaware(1/5/2023)
RR
Georgia(3/23/2021)
RR
Illinois(10/10/2022)
RR
Indiana(12/13/2024)
RR
Maryland(7/30/2019)
RR
New York(3/2/2022)
IAR
Ohio(5/10/2007)
RR
Ohio(10/24/2017)
RR
Pennsylvania(10/24/2017)
RR
Tennessee(7/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AP
ANCORA PRIVATE WEALTH ADVISORS, LLC
ANCORA | TCG ASSET MANAGEMENT, LLC | TCG ASSET MANAGEMENT | INVERNESS INVESTMENT GROUP, LLC | ANCORA PRIVATE WEALTH ADVISORS, LLC | ANCORA INVERNESS, LLC | ANCORA FAMILY WEALTH ADVISORS, LLC | ANCORA FAMILY WEALTH ADVISORS, INC.
CRD#: 124845 / SEC#: 801-61942
RIA
Registered Investment Advisory firm - (4/3/2003 Approved)Ohio
Registered Investment Advisory firm - (4/3/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6060 Parkland Boulevard Suite 200, Cleveland, OH 44124
Mailing Address
Phone number
(216) 825-4000
Established
Firm type
Fiscal year end
# of Employees
65
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,083 |
| AUM (Assets Under Management) | $ 3,213,280,712 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
