Kevin O'REgan

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

• 05/2024 → 08/2024
  Trails Edge Wealth Advisers
  Northbrook, IL
• 08/2021 → 05/2025
  University Of Notre Dame
  South Bend, IN
• 05/2025 → 01/2026
  Unemployed
  Northbrook, IL
• 01/2016 → 08/2021
  N/A
  Northbrook, IL
• 01/2026 → Present
  Lord Abbett Distributor Llc
  Jersey City, NJ
• 02/2026 → Present
  Lord, Abbett & Co. Llc
  Jersey City, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-03-23