MD
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
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Pacer Advisors, INC.
June 2022 - Present · 3 yrs 7 mos
Pacer Financial, INC.
June 2022 - Present · 3 yrs 7 mos
Pacer Financial, INC.Broker
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Amundi Asset Management Us, INC.
January 2021 - June 2022 · 1 yr 5 mos
Amundi Pioneer Institutional Asset Management, INC.
June 2016 - December 2020 · 4 yrs 6 mos
Amundi Distributor Us, INC.Broker
December 2014 - June 2022 · 7 yrs 6 mos
Putnam Retail Management Limited PartnershipBroker
September 2014 - December 2014 · 3 mos
State Registrations3 states
ILINPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.