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AB

Andrew Byer

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CRD#: 3056217
AB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew Byer, who also goes by Andrew Howard Byer, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 2000. Andrew had worked at 15 firms and has passed the Series 63, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Howard Byer

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 18, 2011 - May 17, 2012

PIMCO INVESTMENTS LLC

BD
CRD#: 154957
NEW YORK, NY
Past

May 12, 2010 - October 4, 2011

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY
Past

May 12, 2010 - October 4, 2011

BLACKROCK CAPITAL MARKETS, LLC

BD
CRD#: 146514
NEW YORK, NY
Past

November 24, 2009 - October 4, 2011

BLACKROCK FUND DISTRIBUTION COMPANY

BD
CRD#: 146183
JERSEY CITY, NJ
Past

July 8, 2008 - October 4, 2011

BLACKROCK EXECUTION SERVICES

BD
CRD#: 39438
JERSEY CITY, NJ
Past

September 8, 2006 - November 29, 2007

CITI DISTRIBUTION SERVICES, INC.

BD
CRD#: 29244
COLUMBUS, OH
Past

September 8, 2006 - December 4, 2007

VICTORY CAPITAL SERVICES, INC.

BD
CRD#: 37059
COLUMBUS, OH
Past

September 8, 2006 - June 6, 2008

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
COLUMBUS, OH
Past

September 8, 2006 - June 6, 2008

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
COLUMBUS, OH
Past

September 8, 2006 - June 6, 2008

BD COMPLIANCE SOLUTIONS, LLC

BD
CRD#: 30188
COLUMBUS, OH
Past

August 8, 2006 - June 6, 2008

FORESIDE INVESTMENT SERVICES, LLC

BD
CRD#: 30016
COLUMBUS, OH
Past

June 22, 2005 - October 1, 2007

HEARTLAND INVESTOR SERVICES, LLC

BD
CRD#: 29693
COLUMBUS, OH
Past

April 29, 2005 - July 16, 2007

FTFD FUND DISTRIBUTOR, INC.

BD
CRD#: 22229
COLUMBUS, OH
Past

December 7, 2004 - June 6, 2008

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
COLUMBUS, OH
Past

February 23, 2000 - December 3, 2004

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
COLUMBUS, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/7/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PI
PIMCO INVESTMENTS LLC
PIMCO INVESTMENTS LLC

CRD#: 154957 / SEC#: , 8-68686

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1633 Broadway 45th Floor, New York, NY 10019
Mailing Address
1633 Broadway 45th Floor, New York, NY 10019
Phone number
(212) 739-3000
Established
Delaware since 07/07/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PACIFIC INVESTMENT MANAGEMENT COMPANY LLCSOLE MEMBER104559
BENTLEY, JAMES DANIELMANAGER, BOARD OF MANAGERS5138093
BURG, ANTHONY ALANTREASURER6005184
DUBITZKY, YITZHAK ZVICHIEF COMPLIANCE OFFICER & CHIEF LEGAL OFFICER6897287
FERRARI, DAVID RICHARDPRINCIPAL FINANCIAL OFFICER & FINANCIAL AND OPERATIONS PRINCIPAL6004690
HALL, GREGORY WESTONPRINCIPAL EXECUTIVE OFFICER & CHAIRMAN, BOARD OF MANAGERS3111343
OGLESBY, SARAH JANESECRETARY7676855
PITTERS, CALEB JOSEPH ALEXANDER JRMANAGER, BOARD OF MANAGERS3198603
SUTHERLAND, ERIC MICHAELPRESIDENT & MANAGER, BOARD OF MANAGERS1724744
THOMAS, MARK GARETHHEAD OF BUSINESS MANAGEMENT2923871
TRACY, LAUREN RITAMANAGER, BOARD OF MANAGERS4027974
WHITTAKER, MEGAN HAYESAML COMPLIANCE OFFICER6442805

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PIMCO INVESTMENTS LLC

CRD#: 154957

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