James Raimondo, financial advisor Mayfield Heights OH
93 score

James Raimondo

CRD Number: 1854591
Current Firm: Ancora Advisors LLC

James Raimondo (CRD# 1854591) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Inverness Securities LLC Cleveland, OH Jan 2016 - Current 2
America Northcoast Securities Cleveland, OH Jul 2005 - Current 12
Ancora Advisors LLC Cleveland, OH Jul 2005 - Current 12
Safeguard Securities Inc. Cleveland, OH Feb 2013 - Dec 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
Contact Info for James G. Raimondo
Phone Number: 216-825-4000
Firm Website: http://www.ancora.net/
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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