Emily Pace Allen

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 07/2024
  Buckingham Asset Management, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2015-08-19 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Houston, TX
  St Louis, MO
  Houston, TX
• 2013-04-25 → 2015-07-30
  Posey Capital
  Houston, TX
• 2011-02-15 → 2011-04-27
  Brennan Wealth Advisors, Llc
  Dallas, TX
• 2010-06-08 → 2010-12-31
  Fsc Securities Corporation
  Dallas, TX
• 2010-03-23 → 2010-05-13
  Oppenheimer & Co. Inc.
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2010-03-22

Designations

• Certified Financial Planner

Other Names

• Emily A Pace
• Emily Adriane Pace