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James Anthony Guarciariello

Pacer Advisors, Inc.

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About James Anthony Guarciariello

James Anthony Guarciariello is a financial professional with over 17 years of experience in the industry. James currently holds registrations as a Registered Representative and Investment Adviser Representative for Pacer Advisors, Inc., working from their office in Malvern, Pennsylvania. James holds a Series 7, Series 6, and Series 63 license in addition to a Series 65 license. James is also a registered representative in North Carolina. Prior to working at Pacer Advisors, Inc., James worked at Columbia Management Investment Distributors, Inc. and Eaton Vance Distributors, Inc.

Firm Information

James Guarciariello 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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James Guarciariello’s Registration & Firm History

PA

04/11/2023 - Present

Pacer Advisors, Inc. (MALVERN PA)

MA

05/01/2010 - 03/27/2023

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

10/24/2006 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

05/23/2005 - 10/23/2006

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 01/05/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2007

Series 7 - General Securities Representative Examination

BC

Issued 05/20/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Anthony Guarciariello.
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