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Brad Schafenacker Gery

Pacer Advisors, Inc.

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About Brad Schafenacker Gery

Brad Schafenacker Gery is a registered representative with Pacer Advisors, Inc., located in Malvern, Pennsylvania. Brad has been in the securities industry since May 2012 and has a Series 66, Series 7 and Series 24 license. Brad has previously been registered with MML Investors Services, LLC and Securities Service Network, Inc.. Brad is currently registered with the state of Pennsylvania.

Firm Information

Brad Gery is currently registered with Pacer Advisors, Inc.. Pacer Advisors, Inc. is an investment advisor based in Malvern, PA. The firm manages approximately $10 billion to $50 billion in assets for investment companies and pooled investment vehicles. They provide portfolio management services to clients. Pacer Advisors, Inc. has 18 investment advisor representatives, 5 investment advisory functions, and 6 licensed agents. The firm's SEC number is 801-79654.
Pacer Advisors, Inc.

500 CHESTERFIELD PARKWAY

MALVERN, PA 19355

$46.06B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brad Gery’s Registration & Firm History

PA

06/11/2013 - Present

Pacer Advisors, Inc. (MALVERN PA)

PA

04/11/2012 - 12/21/2012

MML INVESTORS SERVICES, LLC (HORSHAM PA)

PA

11/16/2011 - 03/23/2012

SECURITIES SERVICE NETWORK, INC. (NORRISTOWN PA)

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Licenses & Designations

BOTH

Issued 05/04/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brad Schafenacker Gery.
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