Sophie Brown Simon
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. LLCSep 2025 to now
- Lord Abbett Distributor LLCJul 2025 to now
- Yale UniversitySep 2024 to May 2025
- Lord AbbettJun 2024 to Aug 2024
- Yale UniversitySep 2023 to May 2024
- StruckJun 2023 to Aug 2023
- Yale UniversitySep 2021 to May 2023
- N/aMay 2021 to Sep 2021
- Bullis SchoolSep 2014 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8143720
- Firm CRD
- 110391