Matthew P. Grillo
Professional summary
Matthew Peter Grillo, who also goes by Matthew P Grillo, Matt Grillo, Matthew Grillo, is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Newport Beach, California.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2008. Matthew has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Peter Grillo's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 27, 2025 - Present
PACIFIC SELECT DISTRIBUTORS, LLC
Office #1: 700 Newport Center Drive, Newport Beach, CA 92660March 27, 2024 - May 23, 2025
JOHNSTONE BROKERAGE SERVICES, LLC
February 14, 2023 - November 29, 2023
RETIREONE INVESTMENT SERVICES, LLC
November 23, 2020 - February 7, 2023
CHARLES SCHWAB & CO., INC.
August 29, 2019 - September 24, 2020
PACIFIC SELECT DISTRIBUTORS, LLC
February 19, 2015 - March 29, 2019
EMPOWER FINANCIAL SERVICES, INC.
April 16, 2013 - July 1, 2014
CURIAN CAPITAL, LLC
July 18, 2012 - July 1, 2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
November 10, 2011 - July 12, 2012
CHASE INVESTMENT SERVICES CORP.
March 28, 2008 - July 18, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/27/2025)
Exams
FINRA
Current Firm
PACIFIC SELECT DISTRIBUTORS, LLC
CRD#: 4452 / SEC#: , 8-15264
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PACIFIC LIFE INSURANCE COMPANY | PARENT OF APPLICANT | |
| DARE, BARBARA ALYCE | VICE PRESIDENT | 5074108 |
| KISSEL, GEOFFREY P | CHIEF EXECUTIVE OFFICER | 7499710 |
| LA ROQUE, SUZANNE MARIE | ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 4222767 |
| SMITH, TREVOR TIMOTHY | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER | 4844953 |
| YAMAUCHI, STARLA CHIN | VICE PRESIDENT, CORPORATE SECRETARY | 7721024 |
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.
