Adam Jon Wachob
Investment adviser representative at Pace Financial Advisors
22 yearsExperience
1 stateRegistered in
$362.1MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Pace Financial AdvisorsApr 2026 to now
- Duke UniversityAug 2022 to Mar 2026
- US ArmySep 2004 to Mar 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Pace Financial Advisors
Legal name: Pace Financial Advisors, Inc.
$362.1MAssets managed
1,242Clients
12Advisers
4 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
- 8253722
- Firm CRD
- 318359