Michael Daniel Yeager
Professional Summary
Michael Daniel Yeager is a registered financial advisor currently at PACER FINANCIAL, INC. located in Malvern, Pennsylvania. Michael is registered as a RR (Registered Representative) and started their career in finance in 2013. Michael has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
SHERPA CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SHERPA CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SHERPA CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
SHERPA CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
Years of Experience
13 years in the financial services industry
Current & Past Employments
Similar Advisors
SHERPA CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
Current Firm
PACER FINANCIAL, INC.
Contact Information
Main Address
500 Chesterfield Parkway, Malvern, PA 19355Mailing Address
500 Chesterfield Parkway, Malvern, PA 19355Phone Number
(610) 644-8100Established
Pennsylvania since 03/23/2005Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THOMSON, JOE MCKEE | PRESIDENT | 718569 |
| OHARA, SEAN EDWARD | DIRECTOR | 1312483 |
| BRADBARD, ASHLEE ANN THOMSON | SR. VICE PRESIDENT | 5761850 |
| THOMSON, JOANN MARIE | SECRETARY/TREASURER | 5086499 |
| ZELLER, KIMBERLY L. T. | VICE PRESIDENT | 5774669 |
| JAGUSAK, ERIN MARIE | CHIEF COMPLIANCE OFFICER | 4532335 |
| MILLER, JOHN STEVENSON | FINOP | 2139980 |
Similar Advisors
SHERPA CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
SHERPA CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
State Registrations and Notice Filings
(9/19/2017)
(9/19/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
SHERPA CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - BD
Click below to view Michael Daniel Yeager's CRS (Customer Relationship Summary).
Similar Advisors
SHERPA CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
OSAIC WEALTH, INC.
