Unclaimed Profile

William Robert Benz

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC·NEWPORT BEACH, California

SIE, Series 2, Series 3, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65Clean recordPACIFIC INVESTMENT MANAGEMENT COMPANY LLC

840 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 1597763Firm CRD# 104559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Robert Benz · NEWPORT BEACH, CA

Registration

CRD #1597763 · PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 3

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

CRD 104559 · SEC 801-48187

AUM

$2615.9B

Regulatory assets under management

Employees

3,194

2,811 client accounts

Services offered by PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at PACIFIC INVESTMENT MANAGEMENT COMPANY LLC →

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Robert Benz offer?

William Robert Benz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are William Robert Benz's credentials?

William Robert Benz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Robert Benz located?

William Robert Benz is based in NEWPORT BEACH, California, working with PACIFIC INVESTMENT MANAGEMENT COMPANY LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does William Robert Benz charge for services?

William Robert Benz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC INVESTMENT MANAGEMENT COMPANY LLC?

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC has approximately 3194 employees and manages $2615.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →