AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MM

Michael C. Maxeiner

PIMCO INVESTMENTS LLC
Austin, TX 78701
Some features on this profile are disabled
CRD#: 5952495
MM

Professional summary


Michael Christian Maxeiner, who also goes by Michael Maxeiner, is a registered financial professional currently at PIMCO INVESTMENTS LLC located in Austin, Texas.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2011. Michael has worked at 6 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 7, Series 3 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Maxeiner

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) - BD


Click below to view Michael Christian Maxeiner's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

July 11, 2023 - Present

PIMCO INVESTMENTS LLC

Office #1: 401 Congress Avenue Frost Bank Tower, Austin, TX 78701
BD
CRD#: 154957
Austin, TX
Past

June 9, 2020 - March 31, 2022

CSNR SERVICES, LLC

BD
CRD#: 282085
ST. THOMAS, VI
Past

August 14, 2019 - June 15, 2020

CLEAR STREET LLC

BD
CRD#: 288933
NEW YORK, NY
Past

August 21, 2015 - March 31, 2022

SUMMIT SECURITIES GROUP LLC

BD
CRD#: 159283
NEW YORK, NY
Past

March 13, 2014 - March 19, 2015

BARCLAYS CAPITAL INC.

RIA
CRD#: 19714
NEW YORK, NY
Past

March 5, 2013 - March 19, 2015

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

July 28, 2011 - November 5, 2012

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
COSTA MESA, CA

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
IAR
Series 66
Date: 3/24/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 154957Austin, TX 78701

TRUST BUT VERIFY

Monitor Michael Maxeiner

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Steven Raymond Gallegos
Steven GallegosAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Austin, TX
Eric Scott Pomerantz
Eric PomerantzAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Austin, TX
Jeffrey Glenn Weeks
Jeffrey WeeksAdvisorCheck Check Mark
ATX PORTFOLIO ADVISORS, LLC
IAR
Austin, TX
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics