Tyler
Schlater

Pacer Advisors, Inc

CRD#5593552
Investment Advisor
in Columbus, OH

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About this Advisor

Tyler Schlater is a financial advisor based in Columbus, Ohio, working with Pacer Advisors, Inc. Tyler has previously held positions at J.P. Morgan Institutional Investments Inc, Jpmorgan Investment Management Inc, Pacer Financial, Inc, and Jp Morgan Commercial Bank. Tyler has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Tyler is part of Pacer Advisors, Inc, which operates out of Columbus, Ohio. The firm has 22 employees and manages assets totaling $35.1 billion. The services offered by the firm include portfolio management for investment companies and portfolio management for pooled investment vehicles. The fee structure at Pacer Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets

Office Location

Columbus, OH

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Pacer Advisors, Inc Brokerage Details

Total Assets Under Management

$35,111,495,358

OH Average: $15,833,994,310
Total Number of Employees

22

OH Average: 41
Total Number of Accounts

47

OH Average: 3,342
Average Account Size

$747,053,093

OH Average: $4,737,880

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Tyler Schlater Work History

2021 - Present (3 years)

Pacer Financial, Inc

2020 - 2021 (1 year)

Jp Morgan Commercial Bank

2011 - 2020 (9 years)

J.P. Morgan Institutional Investments Inc

2011 - 2020 (9 years)

Jpmorgan Investment Management Inc

Disclosures

Please visit the SEC profile of Tyler Schlater to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pacer Advisors, Inc

Shane Braasch
Malvern, PA
Michael Gillespie
Malvern, PA
Mark Donovan
Malvern, PA
Colman Flanagan
Malvern, PA
Daniel Alivernini
Malvern, PA
Patrick Hull
Malvern, PA
Mark Kettenhofen
Malvern, PA
Derek Radcliff
Malvern, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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