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Pace Sorscher

6 Years of Experience
New City, NY
Broker

Pace Sorscher is a registered investment advisor at Wells Fargo Advisors, based in New City, NY, with 6 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

337 North Main, Unit 4, [Satellite], New City, NY, 10956

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Pace is a notary public, a paramedic, and a background actor. Pace also has ownership stakes in Sorscher Wealth Management LLC, SYD26 LLC, and 337 N Main St Unit 3 LLC, and is a co-trustee for SYD26 LLC 401k.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Wells Fargo Advisors
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2019 - June 2022 · 2 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 2019 - June 2022 · 2 yrs 8 mos
State Registrations16 states
CACTFLGAILMAMDMONCNJNVNYOHPAWAWV
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.
Pace Sorscher - Financial Advisor | TrueAdvisor