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Colman Peter Flanagan

Pacer Advisors, Inc.

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About Colman Peter Flanagan

Colman Peter Flanagan is a Registered Representative with Pacer Advisors, Inc. based in Malvern, Pennsylvania. Colman has been active in the securities industry since October 2015 and holds licenses in Pennsylvania, Louisiana, and Texas. Previously, Colman worked at AMUNDI DISTRIBUTOR US, INC. in Boston, Massachusetts. Colman has a strong background in securities, having passed the Series 7, Series 6, and Series 66 exams.

Firm Information

Colman Flanagan 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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Colman Flanagan’s Registration & Firm History

PA

12/14/2022 - Present

Pacer Advisors, Inc. (MALVERN PA)

MA

10/05/2015 - 12/02/2022

AMUNDI DISTRIBUTOR US, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 03/17/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2016

Series 7 - General Securities Representative Examination

BC

Issued 10/05/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colman Peter Flanagan.
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