David Koffler
Investment adviser representative at Lord, Abbett & Co. LLC
10 yearsExperience
1 stateRegistered in
$270.4BFirm assets
55 yearsFirm in business
Are you David Koffler? Claim your profile
Contact this firm
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.
- Lord, Abbett & Co. LLCJul 2026 to now
- Lord Abbett Distributor LLCJul 2026 to now
- Rockefeller Capital ManagementSep 2025 to May 2026
- Lord AbbettJun 2025 to Aug 2025
- Create WellnessJun 2024 to Oct 2024
- Skidmore CollegeSep 2022 to May 2026
- Central Park SportsJun 2020 to Aug 2023
- Hackley SchoolSep 2018 to Sep 2022
- Bank Street SchoolJul 2016 to Sep 2018
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
- 8315839
- Firm CRD
- 110391