Daniel J. Green

LORD, ABBETT & CO. LLC

JERSEY CITY, NJ 07302-4804

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CRD#: 5089808

Professional summary

Daniel Joseph Green III, who also goes by Daniel Green, 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.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Daniel has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Green

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Real estate referral agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Green III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 9, 2015 - Present

LORD, ABBETT & CO. LLC

Office #1: 30 Hudson Street, Jersey City, NJ 07302-4804

RIA

CRD#: 110391

JERSEY CITY, NJ

Current

July 17, 2015 - Present

LORD ABBETT DISTRIBUTOR LLC

Office #1: 30 Hudson Street, Jersey City, NJ 07302

CRD#: 530

JERSEY CITY, NJ

Past

May 21, 2013 - July 15, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LORD, ABBETT & CO. LLC

LORD ABBETT & CO. LLC | LORD, ABBETT & CO. LLC | LORD, ABBETT & CO.

CRD#: 110391 / SEC#: 801-6997

RIA

Registered Investment Advisory firm - (11/7/1970 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/11/2025)

Florida
(10/6/2025)

Indiana
(2/11/2025)

Iowa
(5/30/2025)

Michigan
(11/3/2022)

Mississippi
(10/6/2025)

Missouri
(2/11/2025)

Montana
(2/11/2025)

Nevada
(2/11/2025)

New Jersey
(7/17/2015)

IAR

New Jersey
(9/9/2015)

North Dakota
(2/11/2025)

Ohio
(10/16/2020)

Washington
(2/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/1/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/10/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LORD, ABBETT & CO. LLC

LORD ABBETT & CO. LLC | LORD, ABBETT & CO. LLC | LORD, ABBETT & CO.

CRD#: 110391 / SEC#: 801-6997

RIA

Registered Investment Advisory firm - (11/7/1970 Approved)

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Contact information

Main Address

30 Hudson Street, Jersey City, NJ 07302-4804

Mailing Address

Phone number

(201) 827-2000

Established

Firm type

Fiscal year end

# of Employees

789

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (12/20/2024)

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.

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Advisor Monitoring

Firm Stability Insights

Daniel J. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Green III's CRS (Customer Relationship Summary).

Certified licenses

Experience

LORD ABBETT DISTRIBUTOR LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

LORD, ABBETT & CO. LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/1/2015

Series 63

Date: 3/10/2014

SIE

Date: 10/1/2018

Series 7

Date: 5/20/2013

FINRA

Current Firm

LORD, ABBETT & CO. LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LORD, ABBETT & CO. LLC

TRUST BUT VERIFY

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