DR
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.
February 2023 - Present · 2 yrs 11 mos
Pacer Financial, INC.Broker
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
Vanguard Advisers, INC.
February 2021 - January 2023 · 1 yr 11 mos
Vanguard Marketing CorporationBroker
July 2016 - January 2023 · 6 yrs 6 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.