Nathan
O'Farrell
Pacific Investment Management Company LLC
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About this Advisor
Nathan O'Farrell is a financial advisor working out of Newport Beach, California with a total of 1 year of relevant experience. O'Farrell currently works for Pacific Investment Management Company LLC. During their career, the advisor has held roles at Bon Appetit, Vertafore, University Of Portland, Gurtin Fixed Income Mgt LLC Dba Gurtin Municipal Bond Mgt, Foreside Fund Services, LLC, Pimco Investments LLC and Pacific Investment Management Company LLC. O'Farrell maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California and Washington. Pacific Investment Management Company LLC is an advisory firm that has its headquarters in Newport Beach, CA. The company has offices in seven locations and a total of 3,177 people on staff. It has $2 trillion in total assets across its 2,782 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 76 charitable organizations. The business offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees vary depending on the services offered. Fees billed by Pacific Investment Management Company LLC may include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Investment Management Company LLC Brokerage Details
$2,248,547,388,863
3,177
2,782
$808,248,522
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Nathan O'Farrell Work History
Nathan has been registered as a financial advisor for 1 years.*
Pacific Investment Management Company LLC
Pimco Investments LLC
Gurtin Fixed Income Mgt LLC Dba Gurtin Municipal Bond Mgt
Foreside Fund Services, LLC
Vertafore
Bon Appetit
University Of Portland
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan O'Farrell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pacific Investment Management Company LLC
Solana Beach, CA
Newport Beach, CA
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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