Alex LotitoCRD Number: 6514927
Current Firm: Lord, Abbett & Company LLC
Alex Lotito (CRD# 6514927) is an Investment Advisor Representative working at Lord, Abbett & Company LLC in Jersey City, NJ and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Lord Abbett||Jersey City, NJ||Jul 2018 - Current||3|
|Pennsylvania State University||State College, PA||Aug 2014 - Jun 2018||3|
|Merrill Lynch||Paramus, NJ||Jun 2017 - Aug 2017||< 1|
|Sony Music Entertainment- Epic Records||New York, NY||Jun 2016 - Jul 2016||< 1|
|Morgan Stanley||Paramus, NJ||Jun 2016 - Jul 2016||< 1|
|Morgan Stanley||Ridgewood, NJ||May 2015 - Aug 2015||< 1|
|Pascack Valley High School||Hillsdale, NJ||Sep 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management219,107MILLIONS
Total Number of Accounts17,705ACCOUNTS
Average Account Value$12,375,417
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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