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Kevin O'regan

Investment adviser representative at Lord, Abbett & Co. LLC
10 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

10 years in the industry.

  1. Lord, Abbett & Co. LLCFeb 2026 to now
  2. Lord Abbett Distributor LLCJan 2026 to now
  3. UnemployedMay 2025 to Jan 2026
  4. Trails Edge Wealth AdvisersMay 2024 to Aug 2024
  5. University of Notre DameAug 2021 to May 2025
  6. N/aJan 2016 to Aug 2021

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
8216135
Firm CRD
110391
Advisor's SEC record (opens in a new tab)
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