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Marshall Nolan McIntosh

Pimco Investments LLC

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About Marshall Nolan McIntosh

Marshall McIntosh has been in the financial industry since 1995 and is currently a registered representative with Pimco Investments LLC. Marshall holds a Series 7, Series 6, Series 24, and SIE licenses. Marshall has held previous positions at Allianz Global Investors Distributors LLC, Legg Mason Investor Services, LLC, Citigroup Global Markets Inc. and American Skandia Marketing, Inc. Marshall is registered to sell securities in 53 states.

Firm Information

Marshall McIntosh 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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Marshall McIntosh’s Registration & Firm History

NY

02/14/2011 - Present

Pimco Investments LLC (NEW YORK NY)

NY

08/31/2009 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

CT

12/01/2005 - 08/20/2009

LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)

NY

06/28/1999 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

CT

01/28/1997 - 06/11/1999

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

NY

11/03/1995 - 12/31/1996

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/22/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1997

Series 7 - General Securities Representative Examination

BC

Issued 11/02/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marshall Nolan McIntosh.
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