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Bruce Alan Kavanaugh

Pacer Advisors, Inc.

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About Bruce Alan Kavanaugh

Bruce Alan Kavanaugh is a registered representative and investment advisor representative at Pacer Advisors, Inc., a firm with over $10 billion in assets under management. Bruce has been in the financial industry since 1995. He is registered with the Securities and Exchange Commission (SEC) and has a Series 6, 7, 24, 63, and 65 license. Bruce has also been a registered representative with several other firms in the past, including Hartford Equity Sales Company Inc., Woodbury Financial Services, Inc., SEI Investments Distribution Co., and Vanguard Marketing Corporation. Bruce has a wide range of experience in the financial industry, including investment advisory services, portfolio management for investment companies and pooled investment vehicles.

Firm Information

Bruce Kavanaugh 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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Bruce Kavanaugh’s Registration & Firm History

PA

03/29/2006 - Present

Pacer Advisors, Inc. (MALVERN PA)

CT

07/13/2004 - 03/08/2006

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

MN

12/15/2003 - 07/09/2004

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

PA

05/15/2000 - 01/16/2002

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

12/07/1992 - 05/26/1999

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 02/09/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2004

Series 7 - General Securities Representative Examination

BC

Issued 12/01/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Alan Kavanaugh.
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