Joseph
Nassar

Pacer Advisors, Inc

CRD#7164269
Investment Advisor
in Malvern, PA

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About this Advisor

Joseph Nassar is a financial advisor based in Malvern, Pennsylvania, working with Pacer Advisors, Inc. Joseph has previously held positions at The Vanguard Group, Inc, Haverford High School, West Chester University, Rams Head Bar & Grill, American Settlement Funding, Haverford Area YMCA, Uber, Beachwood At The Dunes, Merrill Lynch, Pierce, Fenner & Smith Inc, Freedom Mortgage, Bank Of America, N.A, Pacer Financial, Inc, and Pacer Advisors, Inc. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Joseph 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 66

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

Joseph Nassar Work History

2024 - Present (0 year)

Pacer Financial, Inc

2024 - Present (0 year)

Pacer Advisors, Inc

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (2 years)

Bank Of America, N.A

2021 - 2022 (1 year)

Freedom Mortgage

2019 - 2020 (1 year)

The Vanguard Group, Inc

2019 - 2019 (< 1 year)

Uber

2019 - 2019 (< 1 year)

Beachwood At The Dunes

2018 - 2018 (< 1 year)

American Settlement Funding

2016 - 2019 (3 years)

Rams Head Bar & Grill

2015 - 2019 (4 years)

West Chester University

2014 - 2016 (2 years)

Haverford Area Ymca

2011 - 2015 (4 years)

Haverford High School

Disclosures

Please visit the SEC profile of Joseph Nassar 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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