Grace M Annis
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. LLCMar 2026 to now
- Lord Abbett Distributor LLCJan 2026 to now
- Morgan StanleyJun 2025 to Dec 2025
- RBC Capital MarketsJun 2024 to Aug 2024
- Boston College Career CenterSep 2023 to May 2024
- Boston CollegeAug 2021 to May 2025
- Bayard Rustin High SchoolAug 2017 to Jun 2021
- G.A. Stetson Middle SchoolAug 2014 to Aug 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
- 7589234
- Firm CRD
- 110391