Matthew Ray Bergen

Employer firm

Lord, Abbett & Co. LLC CRD 110391

$270B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• IMPERSONAL INVESTMENT ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 10/2021
  Lord Abbett Distributor Llc
  Jersey City, NJ
• 10/2021 → 10/2022
  Lord Abbett Distributor Llc
  Jersey City, NJ
• 10/2022 → 10/2025
  Lord Abbett Distributor Llc
  Jersey City, NJ
• 10/2025 → Present
  Lord Abbett Distributor Llc
  Jersey City, NJ
• 10/2023 → 10/2025
  Lord Abbett Distributor Llc
  Jersey City, NJ

Exams

• S66 Uniform Combined State Law Examination
  2012-10-11