Mark
Donovan

Pacer Advisors, Inc

CRD#6147614
Investment Advisor
in Malvern, PA

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About this Advisor

Mark Donovan is a financial advisor based in Malvern, Pennsylvania, working with Pacer Advisors, Inc. Mark has previously held positions at Putnam Inv./Putnam Retail Management, Pioneer Investment Management, Inc, and Pacer Financial, Inc. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Mark 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

Mark Donovan Work History

2022 - Present (3 years)

Pacer Financial, Inc

2014 - 2014 (< 1 year)

Putnam Inv./Putnam Retail Management

2014 - 2022 (8 years)

Pioneer Investment Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Donovan 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
Colman Flanagan
Malvern, PA
Michael Gillespie
Malvern, PA
Mark Donovan
Malvern, PA
Mark Kettenhofen
Malvern, PA
Patrick Hull
Malvern, PA
Daniel Alivernini
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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