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Chase David Byler

PMA Asset Management, LLC

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About Chase David Byler

Chase Byler is a financial advisor with over 14 years of experience in the financial services industry. Chase is currently registered as a Registered Representative with PMA Asset Management, LLC in Naperville, IL. Chase has held prior positions with RBC CAPITAL MARKETS, LLC in Lancaster, PA. Chase has passed multiple industry exams, including the Series 7, Series 66, Series 50, Series 24 and Series 54 exams. Chase has also been recognized as a specialist in providing advisory services in multiple areas, including Pension Consulting and Portfolio Management.

Firm Information

Chase Byler is currently registered with PMA Asset Management, LLC. PMA Asset Management, LLC is an investment advisor based in Naperville, Illinois. The firm manages approximately $26.99 billion in assets for a variety of clients, including individuals, corporations, state and municipal governments, insurance companies, investment companies, charitable organizations, and pooled investment vehicles. They offer portfolio management services for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors.
PMA Asset Management, LLC

2135 CITYGATE LANE

NAPERVILLE, IL 60563

$26.99B

Assets Under Management

Not reported

Total Clients

28

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Chase Byler’s Registration & Firm History

IL

02/01/2021 - Present

PMA Asset Management, LLC (NAPERVILLE IL)

PA

06/28/2007 - 01/29/2021

RBC CAPITAL MARKETS, LLC (LANCASTER PA)

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Licenses & Designations

BOTH

Issued 09/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2024

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 01/09/2017

Series 24 - General Securities Principal Examination

BC

Issued 05/28/2021

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chase David Byler.
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