Richard Beck Renner
Investment Adviser Representative at Ancora Private Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Richard Beck Renner is an investment adviser representative with Ancora Private Wealth Advisors, LLC in Cleveland, OH, where they have been registered since 2003. They have worked in the securities industry since 1986 and were previously registered with Wachovia Securities, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Ohio and Pennsylvania.
Registrations & licenses
- Investment adviser:
- Ohio, Pennsylvania
- Broker:
9 states and territories
Arizona, Connecticut, Florida, Idaho, Massachusetts, New Jersey, New York, Ohio, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Inverness Securities, LLCJul 2003 – no end date reportedCleveland, OH
- Inverness Investment Group, LLCDec 2002 – no end date reportedCleveland, OH
- Ancora Family Wealth AdvisorsJul 2003 – no end date reportedCleveland, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ancora Private Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Other
- Up to 3 million1.00%
- 3 million to 7 million0.75%
- 7 million to 15 million0.50%
- 15 million to 25 million0.45%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Private wealth management (investments, planning & insurance), corporate solutions (investment management, employee benefits & insurance), and institutional asset management (equity, fixed income, mutual funds & alternatives), as well as estate planning, retirement plan advisory, and alternative private funds
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Cleveland, OH
- Founded:
- 2003
- SEC file number:
- 801-61942
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 1, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Beck Renner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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