Alex Lotito, financial advisor Jersey City NJ

Alex Lotito

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Alex Lotito
Phone Number: 201-827-2000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    219,107
    MILLIONS
  • Total Number of Accounts
    17,705
    ACCOUNTS
  • Average Account Value
    $12,375,417
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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