DA
CFP
DA
CFP
Daniel Alivernini is a CFP-designated registered investment advisor at Pacer Advisors, INC., based in Malvern, PA, with 17 years of industry experience. Daniel 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
Loading...
Location
500 Chesterfield Parkway, Malvern, PA, 19355
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2017Employment History
Current Registrations
Pacer Advisors, INC.
April 2018 - Present · 8 yrs
Pacer Financial, INC.Broker
April 2018 - Present · 8 yrs
Previous Registrations
USAA Financial Planning Services
November 2013 - May 2017 · 3 yrs 6 mos
USAA Financial Advisors, INC.Broker
November 2013 - May 2017 · 3 yrs 6 mos
Vanguard Advisers INC
January 2012 - November 2013 · 1 yr 10 mos
Vanguard Marketing CorporationBroker
February 2008 - November 2013 · 5 yrs 9 mos
State Registrations3 states
DENJPA
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.