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Casey Finneran

Lord, Abbett & CO. LLC
20 Years of Experience
Jersey City, NJ
Broker
View SEC Summary
View SEC Summary

Casey Finneran is a CFA-designated registered investment advisor at Lord, Abbett & CO. LLC, based in Jersey City, NJ, with 20 years of industry experience. Casey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 25,775 clients with $270B in assets under management.

Lord, Abbett & CO. LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
207 advisors
Number of Clients
25,775 clients
Average Client Portfolio
$10.5M average
Assets Under Management
$270.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M0.75%
$10.0M - $50.0M0.50%
$50.0M - $100.0M0.35%
$100.0M - $200.0M0.25%
$200M+0.20%

Schedule represents Large Cap Value institutional strategy. Lord Abbett offers various strategies with distinct fee schedules, and fees are negotiable for larger accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

30 Hudson Street, Jersey City, NJ, 07302-4804

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lord, Abbett & CO. LLC
October 2025 - Present · 1 yr
Lord Abbett Distributor LLCBroker
October 2025 - Present · 1 yr
Previous Registrations
Pimco Investments LLCBroker
February 2011 - September 2025 · 14 yrs 7 mos
Allianz Global Investors Distributors LLCBroker
July 2010 - February 2011 · 7 mos
Sunamerica Capital Services, INC.Broker
August 2007 - July 2010 · 2 yrs 11 mos
Morgan Stanley & CO., Incorporated
April 2007 - August 2007 · 4 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - August 2007 · 4 mos
Morgan Stanley
May 2006 - April 2007 · 11 mos
Morgan Stanley Dw INC.Broker
April 2006 - April 2007 · 1 yr
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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