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MG

Myles A. Grenier

Some features on this profile are disabled
CRD#: 5275535
MG

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.

Myles Allen Grenier, CFA was a registered financial professional .

Myles is a previously registered financial professional and started their career in finance in 2014. Myles had worked at 2 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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®
CFA

Chartered Financial Analyst

Experience

Past

May 2, 2022 - October 10, 2023

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 104559
Solana Beach, CA
Past

December 8, 2014 - April 29, 2022

GURTIN MUNICIPAL BOND MANAGEMENT

RIA
CRD#: 143597
SOLANA BEACH, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
PACIFIC INVESTMENT MANAGEMENT CO LLC | PIMCO | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

CRD#: 104559 / SEC#: 801-48187

RIA
Registered Investment Advisory firm - (11/14/1994 Approved)

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

Current Firm

PI
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
PACIFIC INVESTMENT MANAGEMENT CO LLC | PIMCO | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

CRD#: 104559 / SEC#: 801-48187

RIA
Registered Investment Advisory firm - (11/14/1994 Approved)
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Contact information

Main Address
650 Newport Center Drive, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 720-6000
Established
Firm type
Fiscal year end
# of Employees
2,063

SEC notice filing (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC - ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,793
AUM (Assets Under Management)$ 2,990,162,012,917

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

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

CRD#: 104559

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