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Tyler M. Schlater

Pacer Advisors, Inc.

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About Tyler M. Schlater

Tyler M. Schlater is a registered investment advisor representative with Pacer Advisors, Inc.. Tyler is a licensed investment advisor in Ohio and Pennsylvania and has been in the financial services industry since December 2008. Tyler has experience at several well-known firms, including J.P. Morgan Institutional Investments Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tyler holds the Series 3, 7, and 66 licenses. Tyler also holds the Certified Financial Planner designation. Tyler is the founder and owner of Pickles Enterprise, LLC, which is an internet product sales business.

Firm Information

Tyler Schlater 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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Tyler Schlater’s Registration & Firm History

OH

12/17/2021 - Present

Pacer Advisors, Inc. (Columbus OH)

OH

12/21/2011 - 12/22/2020

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (COLUMBUS OH)

OH

09/14/2010 - 12/19/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)

OH

12/08/2008 - 09/15/2010

WELLS FARGO ADVISORS, LLC (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 12/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2020

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tyler M. Schlater.
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