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Trey M Zgombic

Lord, Abbett & Co. LLC

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About Trey M Zgombic

Trey M Zgombic is a financial advisor with Lord, Abbett & Co. LLC. Trey holds the Series 7TO, Series 66 and SIE licenses. Trey has been in the industry since September 7, 2022. Trey has experience at Morgan Stanley, Schafer Cullen Capital Management, The College of William and Mary and Delbarton School. Trey's current employer is Lord, Abbett & Co. LLC, where Trey has been employed since June 2022. The main office of Lord, Abbett & Co. LLC is located at 30 HUDSON STREET, JERSEY CITY, NJ 07302-4804. Lord, Abbett & Co. LLC provides impersonal investment advisory services. Trey specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Trey Zgombic 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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Trey Zgombic’s Registration & Firm History

OR

12/06/2024 - Present

Lord, Abbett & Co. LLC (Portland OR)

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Licenses & Designations

BOTH

Issued 02/06/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/25/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trey M Zgombic.
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