James Scaltz, financial advisor Wexford PA
93 score

James Scaltz

CRD Number: 4573575
Current Firm: Lord, Abbett & Company LLC

James Scaltz (CRD# 4573575) is an Investment Advisor Representative working at Lord, Abbett & Company LLC in Wexford, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lord Abbett Distributor, LLC Jersey City, NJ Jun 2002 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for James M. Scaltz
Phone Number: 201-827-2000
Registered State(s):
  • KY
  • MD
  • OH
  • PA
  • WV
By the Numbers
  • Total Assets Under Management
    137,577
    MILLIONS
  • Total Number of Accounts
    14,624
    ACCOUNTS
  • Average Account Value
    $9,407,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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