Adam Pace is a registered investment advisor at Wells Fargo Advisors, based in Largo, FL, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
300 E Bay, Ste G04 1st Fl, Largo, FL, 33770
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2009Denied
Other Business Activities
Adam works part-time as a musician, providing musical entertainment. He fills in 1-2 times per year, dedicating minimal time to this activity.
Employment History
Current Registrations
Wells Fargo Advisors
January 2026 - Present · 6 mos
Wells Fargo Advisors Financial Network, LLC
January 2026 - Present · 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2026 - Present · 6 mos
Previous Registrations
Wells Fargo Advisors
June 2003 - January 2026 · 22 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
June 2003 - January 2026 · 22 yrs 7 mos
Amsouth Investment Services, INC.
March 2003 - May 2003 · 2 mos
Amsouth Investment Services, INC.Broker
July 1994 - May 2003 · 8 yrs 10 mos
Metlife Securities INC.Broker
May 1993 - August 1994 · 1 yr 3 mos
Metropolitan Life Insurance CompanyBroker
May 1993 - August 1994 · 1 yr 3 mos
Securities Management & Research, INC.Broker
September 1992 - April 1993 · 7 mos
State Registrations16 states
AZCACTFLGAINKYMINCNJNYOKPATXVAWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.