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Michael Keith Lillard

PGIM, INC.·NEWARK, New Jersey
SIE, Series 3, Series 24, Series 63Clean recordPGIM, INC.
655 BROAD ST., NEWARK, NJ 07102CRD# 4001592Firm CRD# 105676

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Keith Lillard · NEWARK, NJ
Registration
CRD #4001592 · PGIM, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PGIM, INC.
CRD 105676 · SEC 801-22808
AUM
$1014.7B
Regulatory assets under management
Employees
1,705
1,021 client accounts
Services offered by PGIM, INC.
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
Nonprofits & Foundations
View all advisors at PGIM, INC. →
Introduction

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Frequently Asked Questions

What services does Michael Keith Lillard offer?
Michael Keith Lillard specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWARK, New Jersey for a consultation.
What are Michael Keith Lillard's credentials?
Michael Keith Lillard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Keith Lillard located?
Michael Keith Lillard is based in NEWARK, New Jersey, working with PGIM, INC.. Their office serves clients in the NEWARK metropolitan area and surrounding communities.
How does Michael Keith Lillard charge for services?
Michael Keith Lillard's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: cost basis for certain affiliated parties, and transaction fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PGIM, INC.?
PGIM, INC. has approximately 1705 employees and manages $1014.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PGIM, INC.

Mathew Robert Douglass
NEWARK, NJ
Allen Arthur Weaver
NEWARK, NJ
James Joseph Sullivan
NEWARK, NJ
John Theodore Doscher
NEWARK, NJ
Karen Elizabeth Mcquiston
NEWARK, NJ
CFA

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