James
Guarciariello

Pacer Advisors, Inc

CRD#4956275
Investment Advisor
in Malvern, PA

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About this Advisor

James Guarciariello is a financial advisor based in Malvern, Pennsylvania, working with Pacer Advisors, Inc. James has previously held positions at Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments, Riversource Fund Distributors, Inc, Pacer Financial, Inc, and Pacer Advisors, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, James is part of Pacer Advisors, Inc, which operates out of Malvern, Pennsylvania. 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 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

500 Chesterfield Parkway
Malvern, PA 19355

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Pacer Advisors, Inc Brokerage Details

Total Assets Under Management

$35,111,495,358

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

22

PA Average: 41
Total Number of Accounts

47

PA Average: 3,342
Average Account Size

$747,053,093

PA Average: $4,737,880

Investment Advisory Services

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

James Guarciariello Work History

2023 - Present (1 year)

Pacer Financial, Inc

2023 - Present (1 year)

Pacer Advisors, Inc

2010 - 2023 (13 years)

Riversource Investments

2010 - 2023 (13 years)

Riversource Fund Distributors, Inc

2006 - 2023 (17 years)

Columbia Management Group

2006 - 2023 (17 years)

Columbia Management Advisors, LLC

Disclosures

Please visit the SEC profile of James Guarciariello 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

Colman Flanagan
Malvern, PA
Mark Donovan
Malvern, PA
Shane Braasch
Malvern, PA
Michael Gillespie
Malvern, PA
Daniel Alivernini
Malvern, PA
Mark Kettenhofen
Malvern, PA
Patrick Hull
Malvern, PA
Shahram Shafii
Florence, KY

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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