Fernando R. Bloin

LORD, ABBETT & CO. LLC

JERSEY CITY, NJ 07302-4804

Some features on this profile are disabled

CRD#: 5912478

Professional summary

Fernando Roberto Bloin 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.

Fernando is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Fernando has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fernando Roberto Bloin'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

June 13, 2024 - Present

LORD, ABBETT & CO. LLC

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

RIA

CRD#: 110391

JERSEY CITY, NJ

Current

June 12, 2024 - Present

LORD ABBETT DISTRIBUTOR LLC

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

CRD#: 530

JERSEY CITY, NJ

Past

January 14, 2022 - January 31, 2025

PGIM QUANTITATIVE SOLUTIONS

RIA

CRD#: 129752

Newark, NJ

Past

December 21, 2021 - May 30, 2024

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

May 20, 2019 - September 24, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

Newark, NJ

Past

February 22, 2019 - September 24, 2021

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Newark, NJ

Past

September 20, 2016 - April 5, 2017

MARINER WEALTH ADVISORS

RIA

CRD#: 165972

Madison, NJ

Past

January 1, 2014 - June 8, 2016

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA

CRD#: 110921

SECAUCUS, NJ

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

New Jersey
(6/12/2024)

IAR

New Jersey
(6/13/2024)

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

Series 63

Date: 6/20/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/27/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/20/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/11/2019

Securities Industry Essentials 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Sungmin Ryan Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Florham Park, NJ

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Fernando R. Bloin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fernando Roberto Bloin's CRS (Customer Relationship Summary).

Certified licenses

Experience

LORD ABBETT DISTRIBUTOR LLC

PGIM QUANTITATIVE SOLUTIONS

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

MARINER WEALTH ADVISORS

ERNST & YOUNG INVESTMENT ADVISERS LLP

Primary Firm SEC Registration

LORD, ABBETT & CO. LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/20/2019

Series 65

Date: 12/27/2013

Series 7TO

Date: 5/20/2019

SIE

Date: 3/11/2019

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

Similar Advisors