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Advisors / New Jersey / Paramus
26yrs

Daniel Pace

Financial advisor at Park Avenue Securities

Daniel Pace has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Paramus, New Jersey. Daniel joined Park Avenue Securities in 2008, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 739 advisors with offices in Paramus, and one of 666 fiduciaries.

Paramus, NJ 07652Top 25% by experience at Park Avenue SecuritiesFiduciary advisor

At a glance

Experience26 years (since 2001)
How that compares ?Top 25% by experience at Park Avenue Securities
Office52 Forest Ave, Paramus, NJ 07652
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state

Services through Park Avenue Securities

Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2008 – now

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Daniel

How do I contact Daniel?

Call Park Avenue Securities at (888) 600-4667 and ask for Daniel Pace. Daniel works from the Paramus, NJ office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2001, about 26 years. Top 25% by experience at Park Avenue Securities.

What licenses does Daniel hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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