Brad GeryCRD 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 5 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Pacer Financial, Inc.||Paoli, PA||May 2013 - Current||4|
|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|
Total Assets Under Management620MILLIONS
Total Number of Accounts10ACCOUNTS
Average Account Value$62,012,608
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients