Max H Rosenberg
Investment adviser representative at Lord, Abbett & Co. LLC
12 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
12 years in the industry.
- Lord, Abbett & Co. LLCMay 2026 to now
- Lord Abbett Distributor LLCNov 2025 to now
- DoordashMay 2025 to Oct 2025
- Merrill Lynch (merrill Lynch, Pierce, Fenner & Smith Inc.)Jun 2024 to Aug 2024
- Merrill Lynch (merrill Lynch, Pierce, Fenner & Smith Inc.)Jul 2023 to Aug 2023
- Merrill Lynch (merrill Lynch, Pierce, Fenner & Smith Inc.)Jun 2022 to Aug 2022
- Tulane University of LouisianaAug 2021 to May 2025
- The Loomis Chaffee SchoolAug 2017 to May 2021
- Fairfield Woods Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7565726
- Firm CRD
- 110391