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Kimberly L. T. Zeller

PACER ADVISORS, INC.·MALVERN, Pennsylvania
SIE, Series 7, Series 24Clean recordPACER ADVISORS, INC.
500 CHESTERFIELD PARKWAY, MALVERN, PA 19355CRD# 5774669Firm CRD# 137381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly L. T. Zeller · MALVERN, PA
Registration
CRD #5774669 · PACER ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PACER ADVISORS, INC.
CRD 137381 · SEC 801-79654
AUM
$35.1B
Regulatory assets under management
Employees
22
47 client accounts
Services offered by PACER ADVISORS, INC.
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at PACER ADVISORS, INC. →
Introduction

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Frequently Asked Questions

What services does Kimberly L. T. Zeller offer?
Kimberly L. T. Zeller specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in MALVERN, Pennsylvania for a consultation.
What are Kimberly L. T. Zeller's credentials?
Kimberly L. T. Zeller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly L. T. Zeller located?
Kimberly L. T. Zeller is based in MALVERN, Pennsylvania, working with PACER ADVISORS, INC.. Their office serves clients in the MALVERN metropolitan area and surrounding communities.
How does Kimberly L. T. Zeller charge for services?
Kimberly L. T. Zeller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACER ADVISORS, INC.?
PACER ADVISORS, INC. has approximately 22 employees and manages $35.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PACER ADVISORS, INC.

Ashlee Ann Thomson Bradbard
MALVERN, PA
Sean Edward Ohara
MALVERN, PA
Jeffrey Shawn Johnson
MALVERN, PA
John Henry Donegan
MALVERN, PA
Joe Mckee Thomson
MALVERN, PA
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