BK
BK

Bruce Kavanaugh

30 Years of Experience
Broker

Bruce Kavanaugh is a registered investment advisor at Pacer Advisors, INC., based in Malvern, PA, with 30 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $46B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$46.1B
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Location

500 Chesterfield Parkway, Malvern, PA, 19355

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bruce owns a rental property in Ocean City, NJ, which is rented during the summer months. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Pacer Advisors, INC.
March 2006 - Present · 20 yrs 1 mo
Pacer Financial, INC.Broker
February 2006 - Present · 20 yrs 2 mos
Previous Registrations
Hartford Equity Sales Company INC.Broker
July 2004 - March 2006 · 1 yr 8 mos
Woodbury Financial Services, INC.Broker
December 2003 - July 2004 · 7 mos
Sei Investments Distribution CO.Broker
May 2000 - January 2002 · 1 yr 8 mos
Vanguard Marketing CorporationBroker
December 1992 - May 1999 · 6 yrs 5 mos
State Registrations19 states
ALAZCTDCDEFLGALAMAMDMSNCNJNYPARISCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.