Cheyne
Pace

Yale Capital Corp

CRD#2526747
Investment Advisor
in Saint Petersburg, FL

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About this Advisor

Cheyne Pace is a financial advisor based in Saint Petersburg, Florida, working with Yale Capital Corp. Cheyne has previously held a position at Yale Capital Corp, LLC. Cheyne has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Louisiana, Nebraska, and Texas. Currently, Cheyne is part of Yale Capital Corp, which operates out of Saint Petersburg, Florida. The firm has 4 offices and 6 employees. The firm manages assets totaling $3.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Yale Capital Corp includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6475 1St Ave South
Saint Petersburg, FL 33707

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Yale Capital Corp Brokerage Details

Total Assets Under Management

$3,454,023,737

FL Average: $1,855,561,029
Total Number of Employees

6

FL Average: 62
Total Number of Accounts

101

FL Average: 2,474
Average Account Size

$34,198,255

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Cheyne Pace Work History

2004 - Present (20 years)

Yale Capital Corp, LLC

Disclosures

Please visit the SEC profile of Cheyne Pace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Yale Capital Corp

Weston Newman
Saint Petersburg, FL
Kelly Collins
Saint Petersburg, FL
Stanley Black
Saint Petersburg, FL
Andrew Hollister
Austin, TX
Cheyne Pace
Saint Petersburg, FL

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