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Alan Roderick Kurtz

Lord, Abbett & Co. LLC

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About Alan Roderick Kurtz

Alan Kurtz is a registered representative and investment advisor representative with Lord, Abbett & Co. LLC. Alan has been in the securities industry since December 17, 2001. Alan is registered with the state of New Jersey as an investment advisor representative and the states of New Jersey and New York as a registered representative. Alan has passed the Series 66, Series 7, and SIE examinations. Alan has experience with individual and business portfolio management as well as portfolio management for investment companies and pooled investment vehicles.

Firm Information

Alan Kurtz is currently registered with Lord, Abbett & Co. LLC. Lord, Abbett & Co. LLC is an investment advisor headquartered in JERSEY CITY, NJ. The firm has 302 registered representatives and 188 employees who perform investment advisory functions. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers impersonal investment advisory services. Lord, Abbett & Co. LLC manages $238,757,080,041 in regulatory assets under management. The firm's website addresses are HTTPS://WWW.LORDABBETT.COM, HTTPS://WWW.TWITTER.COM/LORDABBETT, HTTPS://WWW.YOUTUBE.COM/USER/LORDABBETTCO, HTTPS://WWW.GLASSDOOR.COM/OVERVIEW/WORKING-AT-LORD-ABBETT-AND-CO-EI_IE151331.11,29.HTM, HTTPS://WWW.INSTAGRAM.COM/LORDABBETT/, and HTTPS://WWW.LINKEDIN.COM/COMPANY/LORD-ABBETT-&-CO-LLC/.
Lord, Abbett & Co. LLC

30 HUDSON STREET

JERSEY CITY, NJ 07302-4804

$238.76B

Assets Under Management

Not reported

Total Clients

172

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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impersonal investment advisory services

Impersonal investment advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alan Kurtz’s Registration & Firm History

NJ

04/07/2006 - Present

Lord, Abbett & Co. LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 02/25/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Roderick Kurtz.
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