Peter Pace
Peter Pace is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Syosset, NY, with 35 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
20 Miller Place Suite 201, The Pace Companies, Syosset, NY, 11791
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2023Other Business ActivitiesSells Insurance
Peter sells fixed insurance with various companies and is also a managing member of Peter Pace & Company, LLC, which focuses on life and health insurance sales and service. Additionally, Peter is involved in real estate holdings and financial services, dedicating about 10-20% of his time to North Ridge Wealth Planning LLC as an advisor.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
North Ridge Securities CORP.Broker
Park Avenue Securities LLCBroker
Ws Griffith Securities, INC.Broker
Home Life Insurance CompanyBroker
Cigna Securities, INC.Broker
State Registrations17 states
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.