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Shane Braasch

Pacer Advisors, Inc.

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About Shane Braasch

Shane Braasch is an investment advisor representative at Pacer Advisors, Inc.. Shane has been in the industry since 2012 and is registered with the state of Pennsylvania. Shane Braasch has experience working with investment companies and pooled investment vehicles. Prior to joining Pacer Advisors, Inc., Shane Braasch was associated with J.P. Morgan Securities LLC, Calamos Financial Services LLC, Quasar Distributors, LLC and INDEPENDENT BROKERAGE SOLUTIONS LLC.

Firm Information

Shane Braasch 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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Shane Braasch’s Registration & Firm History

PA

04/10/2024 - Present

Pacer Advisors, Inc. (MALVERN PA)

NY

10/10/2019 - 07/17/2020

INDEPENDENT BROKERAGE SOLUTIONS LLC (NEW YORK NY)

ME

01/26/2018 - 07/17/2020

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

IL

07/08/2014 - 01/11/2018

CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)

IL

11/20/2012 - 07/08/2014

J.P. MORGAN SECURITIES LLC (BLOOMINGDALE IL)

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Licenses & Designations

BC

Issued 01/12/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/27/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2014

Series 7 - General Securities Representative Examination

BC

Issued 11/19/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shane Braasch.
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