DA
CFP
DA
CFP
Daniel Alivernini
17 Years of Experience
Malvern, PA
1 DisclosureBroker
Daniel Alivernini is a CFP-designated registered investment advisor at Pacer Advisors, INC., based in Malvern, PA, with 17 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 71 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
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Location
500 Chesterfield Parkway, Malvern, PA, 19355
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
April 2017Employment History
Current Registrations
Pacer Advisors, INC.
April 2018 - Present · 8 yrs 6 mos
Pacer Financial, INC.Broker
April 2018 - Present · 8 yrs 6 mos
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.
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