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Adam Gregory Friedman

Pimco Investments LLC

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About Adam Gregory Friedman

Adam Friedman is a financial advisor currently associated with Pimco Investments LLC. Adam has been in the financial services industry since January 30, 2006. Adam holds the Series 6, 7, 24, 63 and SIE licenses. Adam is registered in 51 states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Adam is also registered with FINRA and is currently active in the broker-dealer space. Previously, Adam worked for Allianz Global Investors Distributors LLC and Northwestern Mutual Investment Services, LLC.

Firm Information

Adam Friedman is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adam Friedman’s Registration & Firm History

NY

02/14/2011 - Present

Pimco Investments LLC (NEW YORK NY)

NY

02/22/2007 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NY

12/20/2005 - 01/11/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/03/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2007

Series 7 - General Securities Representative Examination

BC

Issued 12/19/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Gregory Friedman.
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