Unclaimed Profile

Kimberly L. T. Zeller

PACER ADVISORS, INC.·MALVERN, Pennsylvania

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Kimberly L. T. Zeller is a registered financial advisor based in MALVERN, Pennsylvania, affiliated with PACER ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PACER ADVISORS, INC.

AUM

$35.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PACER ADVISORS, INC. →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5774669

Firm CRD# 137381

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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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