Tyler
Schlater

Pacer Advisors, Inc

CRD#5593552
Investment Advisor
in Columbus, OH

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About this Advisor

Tyler Schlater is a certified financial planner operating in Columbus, Ohio with 2 years of relevant experience. Schlater is on the advisory team at Pacer Advisors, Inc. Their career trajectory has included roles at J.P. Morgan Institutional Investments Inc, Jpmorgan Investment Management Inc, Pacer Financial, Inc and Jp Morgan Commercial Bank. Schlater holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Pacer Advisors, Inc is a registered investment firm based in Malvern, PA. It administers $23 billion in assets under management across its 46 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Pacer Advisors, Inc provides portfolio management for investment companies. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by Pacer Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

Columbus, OH

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Pacer Advisors, Inc Brokerage Details

Total Assets Under Management

$22,905,645,981

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

22

OH Average: 41
Total Number of Accounts

46

OH Average: 3,342
Average Account Size

$497,948,826

OH Average: $4,737,880

Investment Advisory Services

  • Portfolio management for investment companies

Tyler Schlater Work History

Tyler has been registered as a financial advisor for 2 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Jeffrey Betros
Malvern, PA
Mark Donovan
Malvern, PA
John Donegan
Malvern, PA
Derek Radcliff
Malvern, PA
Colman Flanagan
Malvern, PA
Patrick Hull
Malvern, PA
Michael Dietrich
San Francisco, CA
Nicholis Cole
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. 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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