A complete list of active advisors currently associated with Pegasus Management Services L.L.C.

Warmer can help you find a great advisor at Pegasus Management Services L.L.C. or one who fits your needs even better.

Pegasus Management Services provides discretionary and non‑discretionary asset management, comprehensive financial planning, and ERISA retirement plan services to individuals, high‑net‑worth clients, trusts, estates and employer‑sponsored plans. The firm also offers public seminars and workshops intended to educate participants and prospective clients about investment topics and its service offerings. Investment programs are individualized around each client’s goals, time horizon and risk tolerance, with portfolio construction informed by fundamental and technical analysis, ongoing monitoring and periodic reviews. For qualified plans, Pegasus can act as either a limited scope 3(21) fiduciary or as a discretionary 3(38) investment manager, accepting fiduciary duties for selection and monitoring of plan investment options when engaged. Notable features disclosed in the brochure include the firm’s practice of running fee‑based public seminars and an affiliated insurance business through which principals sell insurance products; both are identified as potential conflicts and are disclosed in firm policies. The firm’s principal holds an Accredited Investment Fiduciary (AIF) designation, the adviser operates with a two‑advisor support structure managing roughly $38.8 million in client assets, and clients are required to custody assets through a designated custodian (Charles Schwab), which the firm notes can result in custodial research or other benefits.

To learn more about the advisors currently working at Pegasus Management Services L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Timothy Drake	King of Prussia, PA	5
Ella Gillespie	King of Prussia, PA	0
Ty Mcgilberry	King of Prussia, PA	22

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