Pacer Advisors, Inc.

Pacer Advisors, Inc. (CRD# 137381) is a financial advisory firm headquartered in Paoli, PA. They manage $877,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    877
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $87,700,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Pacer Advisors, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Peter C. Tamburrino
CRD#: 3174987
16 Industrial Blvd., Suite 201, Paoli, PA 19301
96
Wealthminder
score

Peter Tamburrino (CRD# 3174987) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 19 years of experience in the finance industry. Peter Tamburrino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joe M. Thomson
CRD#: 718569
16 Industrial Blvd., Suite 201, Paoli, PA 19301
96
Wealthminder
score

Joe Thomson (CRD# 718569) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 38 years of experience in the finance industry. Joe Thomson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Randall B. Boscow
CRD#: 1002676
Leavenworth, WA
93
Wealthminder
score

Randall Boscow (CRD# 1002676) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Leavenworth, WA and has over 36 years of experience in the finance industry.

4
Ashlee A. Bradbard
CRD#: 5761850
16 Industrial Blvd., Suite 201, Paoli, PA 19301
93
Wealthminder
score

Ashlee Bradbard (CRD# 5761850) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 7 years of experience in the finance industry.

5
Joseph D. Collins
CRD#: 5616151
16 Industrial Blvd., Suite 201, Paoli, PA 19301
93
Wealthminder
score

Joseph Collins (CRD# 5616151) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 8 years of experience in the finance industry.

6
Brad S. Gery
CRD#: 5387452
16 Industrial Blvd., Suite 201, Paoli, PA 19301
93
Wealthminder
score

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.

7
Bruce A. Kavanaugh
CRD#: 2063535
16 Industrial Blvd., Suite 201, Paoli, PA 19301
93
Wealthminder
score

Bruce Kavanaugh (CRD# 2063535) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 23 years of experience in the finance industry.

8
Michael D. Mack
CRD#: 5308111
16 Industrial Blvd., Suite 201, Paoli, PA 19301
93
Wealthminder
score

Michael Mack (CRD# 5308111) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 5 years of experience in the finance industry.

9
Lance Wordelmann
CRD#: 4060182
Boynton Beach, FL
93
Wealthminder
score

Lance Wordelmann (CRD# 4060182) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Boynton Beach, FL and has over 17 years of experience in the finance industry.

10
Thomas Zeller
CRD#: 4896931
Nottingham, MD
93
Wealthminder
score

Thomas Zeller (CRD# 4896931) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Nottingham, MD and has over 12 years of experience in the finance industry.

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