Unclaimed Profile

Robert Andrew Lee

LORD, ABBETT & CO. LLC·JERSEY CITY, New Jersey

SIE, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredLORD, ABBETT & CO. LLC

90 HUDSON STREET, JERSEY CITY, NJ 07302-3973CRD# 2329605Firm CRD# 110391

Profile Verification

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

Identity

Robert Andrew Lee · JERSEY CITY, NJ

Registration

CRD #2329605 · LORD, ABBETT & CO. LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LORD, ABBETT & CO. LLC

LORD, ABBETT & CO. LLC

Jan 2003 – Jun 2025

JERSEY CITY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 6, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LORD, ABBETT & CO. LLC

CRD 110391 · SEC 801-6997

AUM

$238.8B

Regulatory assets under management

Employees

789

30,191 client accounts

Services offered by LORD, ABBETT & CO. LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at LORD, ABBETT & CO. LLC →

Introduction

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Frequently Asked Questions

What services does Robert Andrew Lee offer?

Robert Andrew Lee specializes in Investment Management, Retirement Planning, Wealth Management.

What are Robert Andrew Lee's credentials?

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

Where is Robert Andrew Lee located?

Robert Andrew Lee is based in JERSEY CITY, New Jersey, last registered with LORD, ABBETT & CO. LLC.

How does Robert Andrew Lee charge for services?

Robert Andrew Lee'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 LORD, ABBETT & CO. LLC?

LORD, ABBETT & CO. LLC has approximately 789 employees and manages $238.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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