Caroline Wilkes Pace
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$33.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Clearstead; Clearstead Advisory SolutionsApr 2024 to now
- Clearstead Advisory SolutionsApr 2024 to now
- Wilbanks Smith & ThomasNov 2023 to Apr 2024
- The Vanguard Group, Inc.Jun 2021 to Oct 2023
- The Vanguard Group, Inc.May 2020 to Aug 2020
- White Pine Wealth ManagementMay 2019 to Jul 2019
- EnvisionMay 2018 to Jul 2018
- Virginia TechAug 2017 to Jun 2021
- Midlothian High SchoolSep 2013 to Jun 2017
- Midlothian Athletic CenterMay 2013 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Clearstead; Clearstead Advisory Solutions
Legal name: Clearstead Advisors, LLC
$33.9BAssets managed
4,819Clients
64Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7395392
- Firm CRD
- 105674