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Andrew Rowan Willey

Lord, Abbett & Co. LLC

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About Andrew Rowan Willey

Andrew Rowan Willey is a registered investment advisor representative with Lord, Abbett & Co. LLC. Andrew has been in the industry since December 8, 2009 and has a current registration with FINRA and the state of New Jersey. Andrew is also registered with the state of New York. Andrew has passed the Series 66, Series 24, SIE and Series 7 exams. Andrew's current registration with Lord, Abbett & Co. LLC began on March 10, 2010. Andrew's previous registration was with Hennion & Walsh, Inc. Andrew's specialties include portfolio management for individuals, investment companies, pooled investment vehicles, and businesses.

Firm Information

Andrew Willey 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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Andrew Willey’s Registration & Firm History

NJ

03/10/2010 - Present

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

NJ

08/21/2009 - 11/19/2009

HENNION & WALSH, INC. (PARSIPPANY NJ)

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Licenses & Designations

BOTH

Issued 12/08/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Rowan Willey.
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