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RIA / WealthAdvisor10 years in industry

Daniel Sauceda

Advisor at PACER ADVISORS, INC.

MALVERN, PA | San Francisco, CA

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Search this name across graphsid dfx:ria:5aa5f348-89cd-9fce-ddd0-74a49b9a74fd

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 1
On other graphs: 0
Observed: Sep 2, 2022 to Sep 18, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PACER ADVISORS, INC.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: May 4, 2021
First registration: Sep 2, 2022
Dual registered: no
IAPD individual key: 7218776

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PACER ADVISORS, INC.	Asset manager	Sep 17, 2026	n/a	yes	MALVERN, PA\|San Francisco, CA	Current employment
FISHER INVESTMENTS	Independent wealth	May 24, 2024	Jan 6, 2026	no	PLANO, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 5, 2022	May 10, 2024	no	SAN ANTONIO, TX	Previous registration
MORGAN STANLEY	Wirehouse	Sep 2, 2022	Nov 7, 2022	no	San Antonio, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FISHER INVESTMENTS	PACER ADVISORS, INC.	Jan 6, 2026	Sep 17, 2026	254	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FISHER INVESTMENTS	May 10, 2024	May 24, 2024	14	Firm change	Wirehouse to RIA
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 7, 2022	Dec 5, 2022	28	Firm change	Wirehouse to wirehouse

Relationships

No published relationship touches this entity yet.

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 17, 2026
Daniel Sauceda registered as an investment adviser representative at Pacer Advisors, Inc.