Sophia Grace Swain
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. LLCJan 2026 to now
- Lord Abbett Distributor LLCJan 2026 to now
- Goldman SachsJul 2024 to Dec 2025
- Goldman SachsJun 2023 to Aug 2023
- Goldman SachsJun 2022 to Aug 2022
- Mcmahon of Saratoga ThoroughbredsDec 2021 to Jan 2022
- Babson CollegeSep 2020 to May 2024
- Saratoga Golf and Polo ClubJun 2019 to Aug 2022
- Burnt Hills Ballston Lake High SchoolSep 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7763276
- Firm CRD
- 110391