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Scott Gregory Pace

Fisher Investments

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About Scott Gregory Pace

Scott Pace is an investment advisor representative at Fisher Investments. Scott has over 20 years of experience in the financial services industry. Scott holds the Series 7, Series 63, and Series 65 licenses. Scott specializes in providing financial planning and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Scott has previously worked for Commerce Brokerage Services, Inc. and Merrill Lynch.

Firm Information

Scott Pace is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Scott Pace’s Registration & Firm History

TX

06/11/2019 - Present

Fisher Investments (PLANO TX)

MO

03/05/1999 - 12/01/2000

COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)

NY

07/10/1996 - 03/05/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/11/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Gregory Pace.
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