Brad Gery, financial advisor Paoli PA
90 score

Brad Gery

CRD Number: 5387452
Current Firm: Pacer Advisors, Inc.

Brad Gery (CRD# 5387452) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pacer Financial, Inc. Paoli, PA May 2013 - Current 3
David Zeidman Entertainment Bryn Mawr, PA Oct 2006 - Current 10
Mml Investors Services Horsham, PA Apr 2012 - Dec 2012 < 1
Mass Mutual Life Insurance Company Horsham, PA Mar 2012 - Dec 2012 < 1
Securities Service Network Norristown, PA Sep 2011 - Mar 2012 < 1
Student Nemark, DE Sep 2001 - May 2009 7
Ameriprise Financial Wilmington, DE Jun 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Brad S. Gery
Phone Number: 610-644-8100
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    620
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $62,012,608
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

PA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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