Morgan Stanley
47yrs
Top advisor by experience in New York
8yrs
James Pace has worked in the financial industry for 8 years and is a fiduciary financial advisor based in New York, New York. James has been with Morgan Stanley since 2025; before that, James spent two years at Merrill and a year at J.P. Morgan Securities. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office55 East 52nd Street 10th Floor, New York, NY 10055
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Career
- Feb 2025 – nowMorgan StanleyCurrent firm
- 2022 – 2024MerrillPreviously
- Dec 2021 – Sep 2022J.P. Morgan Securities LLCPreviously
Contact James
(914) 225-5510Firm headquarters in Purchase, NY. Ask for James. 55 East 52nd Street 10th FloorNew York, NY 10055Office · Get directions Firm websitewww.morganstanley.com
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Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 James
How do I contact James?
Call Morgan Stanley at (914) 225-5510 and ask for James Pace. James works from the New York, NY office.
How long has James been a financial advisor?
James has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask James 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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