Elliot Ross Poretzky
Investment adviser representative at Lord, Abbett & Co. LLC
13 yearsExperience
1 stateRegistered in
$270.4BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Lord, Abbett & Co. LLCJul 2025 to now
- Lord Abbett Distributor LLCJul 2025 to now
- Valley Wealth Managers, IncJul 2023 to Jun 2025
- Valley Financial Management, Inc.Apr 2022 to Jun 2025
- Valley National BankApr 2022 to Jun 2025
- Bank Leumi USAJan 2022 to Apr 2022
- Leumi Investment ServicesJan 2022 to Apr 2022
- UBSDec 2013 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Lord, Abbett & Co. LLC
$270.4BAssets managed
25,775Clients
210Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4998913
- Firm CRD
- 110391