Michael A. Green

PACER ADVISORS

Phoenix, AZ

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CRD#: 7935050

Professional summary

Michael A Green is a registered financial advisor currently at PACER ADVISORS, INC. located in Phoenix, Arizona and PACER FINANCIAL, INC. located in Malvern, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Michael has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A Green's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 30, 2026 - Present

PACER ADVISORS, INC.

RIA

CRD#: 137381

Phoenix, AZ

Current

January 30, 2026 - Present

PACER FINANCIAL, INC.

Office #1: 500 Chesterfield Parkway, Malvern, PA 19355

CRD#: 137040

Malvern, PA

Past

June 27, 2024 - February 2, 2026

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

Tempe, AZ

Past

June 24, 2024 - February 2, 2026

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

Tempe, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PACER ADVISORS, INC.

CRD#: 137381 / SEC#: 801-79654

RIA

Registered Investment Advisory firm - (4/30/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/16/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/30/2026)

Pennsylvania
(1/30/2026)

IAR

Pennsylvania
(1/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/10/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/3/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/27/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/18/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

PACER ADVISORS, INC.

CRD#: 137381 / SEC#: 801-79654

RIA

Registered Investment Advisory firm - (4/30/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/16/2014 Terminated)

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Contact information

Main Address

500 Chesterfield Parkway, Malvern, PA 19355

Mailing Address

Phone number

(855) 780-8100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	54
AUM (Assets Under Management)	$ 46,063,913,101

Red Flags

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.

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Firm Stability Insights

Michael A. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACER FINANCIAL, INC.

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

Primary Firm SEC Registration

PACER ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/10/2024

Series 63

Date: 2/3/2024

Series 7TO

Date: 6/27/2024

SIE

Date: 8/18/2023

FINRA

Current Firm

PACER ADVISORS, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

PACER ADVISORS, INC.

TRUST BUT VERIFY

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