Legacy Edge Advisors
41yrs
Top advisor by experience at Legacy Edge Advisors
35yrs
Based in Syosset, New York, Peter Pace is a financial advisor with 35 years of industry experience. Peter has been with Cetera Investment Advisers since 2023. Peter holds the CFP® designation.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience nationwide
Office20 Miller Place Suite 201 The Pace Companies, Syosset, NY 11791
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Peter Pace. Peter works from the Syosset, NY office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1991, about 35 years. Top 8% by experience nationwide.
What licenses does Peter hold?
Series 63. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Peter paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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