Merrill Lynch, Pierce, Fenner & Smith
45yrs
Top advisor by experience in Pittsford
3yrs
Evan Pace
Financial advisor at LPL Enterprise
Evan Pace is a fiduciary financial advisor in Pittsford, New York, with 3 years in the industry. Evan joined LPL Enterprise in 2024, after a year at Pruco Securities. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 364 advisors with offices in Pittsford, and one of 305 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1000 Pittsford Victor Road Suite 2e, Pittsford, NY 14534
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational 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.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- Apr 2024 – Nov 2024Pruco Securities, Llc.Previously
Questions to ask Evan
Tailored to Evan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Evan
How do I contact Evan?
Call LPL Enterprise at 704-733-3300 and ask for Evan Pace. Evan works from the Pittsford, NY office.
How long has Evan been a financial advisor?
Evan has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Evan hold?
Series 66. Tap any license on this page to see what it allows.
Is Evan a fiduciary?
Evan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evan paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Evan 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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