Casey J. Finneran
Professional summary
Casey James Finneran, CIMA® is a registered financial advisor currently at LORD, ABBETT & CO. LLC located in Jersey City, New Jersey and LORD ABBETT DISTRIBUTOR LLC located in Jersey City, New Jersey.
Casey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Casey has worked at 7 firms and has passed the Series 66, Series 3, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Casey James Finneran's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 28, 2025 - Present
LORD, ABBETT & CO. LLC
Office #1: 30 Hudson Street, Jersey City, NJ 07302-4804October 27, 2025 - Present
LORD ABBETT DISTRIBUTOR LLC
Office #1: 30 Hudson Street, Jersey City, NJ 07302-4804February 14, 2011 - September 26, 2025
PIMCO INVESTMENTS LLC
July 15, 2010 - February 14, 2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
August 7, 2007 - July 13, 2010
COREBRIDGE CAPITAL SERVICES, INC.
April 2, 2007 - August 1, 2007
MORGAN STANLEY & CO. LLC
April 2, 2007 - August 1, 2007
MORGAN STANLEY & CO. LLC
May 4, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
April 4, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
LORD, ABBETT & CO. LLC
CRD#: 110391 / SEC#: 801-6997
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
LORD, ABBETT & CO. LLC
CRD#: 110391 / SEC#: 801-6997
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 30,191 |
| AUM (Assets Under Management) | $ 238,757,080,041 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
