Brett
Schryer

Macquarie Investment Management Business Trust

CRD#6228235
Investment Advisor
in Philadelphia, PA

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About this Advisor

Brett Schryer is a financial advisor based in Philadelphia, Pennsylvania, working with Macquarie Investment Management Business Trust. Brett has previously held positions at Jackson National Life Distributors LLC, Pacer Financial, Inc, Delaware Distributors, L.P, and Macquarie Investment Management Business Trust. Brett has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Alabama, Florida, Mississippi, and Pennsylvania. Currently, Brett is part of Macquarie Investment Management Business Trust, which operates out of Philadelphia, Pennsylvania. The firm has 5 offices and 657 employees. The firm manages assets totaling $191.9 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Macquarie Investment Management Business Trust includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

610 Market Street
Philadelphia, PA 19106

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Macquarie Investment Management Business Trust Brokerage Details

Total Assets Under Management

$191,883,504,410

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

657

PA Average: 41
Total Number of Accounts

407

PA Average: 3,342
Average Account Size

$471,458,242

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Brett Schryer Work History

2023 - Present (1 year)

Delaware Distributors, L.P

2023 - Present (1 year)

Macquarie Investment Management Business Trust

2019 - 2023 (4 years)

Pacer Financial, Inc

2013 - 2019 (6 years)

Jackson National Life Distributors LLC

Disclosures

Please visit the SEC profile of Brett Schryer 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 Macquarie Investment Management Business Trust

Mathew Vetter
Philadelphia, PA
Michael Simons
Philadelphia, PA
David Tierney
Philadelphia, PA
Elijah Reneau
Leawood, KS
Ethan Kaighn
Philadelphia, PA
Andrew Koltunowicz
Warren, NJ
Timothy Mostak
Philadelphia, PA
Milissa Hutchinson
Philadelphia, 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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