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Brad Schafenacker Gery

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
1 client
Average Client Portfolio
$46.1B average
Assets Under Management
$46.1B
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Advisor Information

Office location

500 Chesterfield Parkway, Malvern, PA, 19355

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brad works as a DJ for parties, weddings, and corporate events through David Zeidman Entertainment, Inc. This takes about 10-20% of his time.

Employment History
Current Registrations
Pacer Financial, INC.Broker
June 2013 - Present · 12 yrs 7 mos
Pacer Advisors, INC.
June 2013 - Present · 12 yrs 7 mos
Previous Registrations
MML Investors Services, LLC
May 2012 - December 2012 · 7 mos
MML Investors Services, LLC Broker
April 2012 - December 2012 · 8 mos
Securities Service Network, INC.Broker
November 2011 - March 2012 · 4 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brad Schafenacker Gery - Financial Advisor | AdvisorDiscover