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Lucas Charles Fritz

Pimco Investments LLC

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About Lucas Charles Fritz

Lucas Fritz is a financial professional with over 17 years of experience in the industry. Lucas is currently registered with Pimco Investments LLC and has been with the firm since February 2011. Previously, Lucas worked at Allianz Global Investors Distributors LLC, Morgan Stanley & Co., Incorporated and Morgan Stanley DW Inc. Lucas holds several licenses including Series 3, 7, 24, 66 and SIE. Lucas has also been registered with the states of California, Connecticut, District of Columbia, Georgia, Idaho, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina and Virginia.

Firm Information

Lucas Fritz 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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Lucas Fritz’s Registration & Firm History

NY

02/14/2011 - Present

Pimco Investments LLC (NEW YORK NY)

NY

05/03/2007 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NY

04/02/2007 - 05/02/2007

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

02/08/2006 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 12/04/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2012

Series 3 - National Commodity Futures Examination

BC

Issued 02/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucas Charles Fritz.
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