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Elliot Ross Poretzky

Lord, Abbett & Co. LLC

Jersey City, NJ

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Current Employers
Lord, Abbett & Co. Llc

30 Hudson Street, Jersey City, NJ 07302-4804 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-21
  • NJ RA
    APPROVED
    Since 2025-07-21

Branch Locations

30 Hudson Street, Jersey City, NJ 07302-4804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Leumi Investment Services New York NY 01/2022 04/2022
Ubs Weehawken NJ 12/2013 01/2021
Ubs Weehawken NJ 01/2021 01/2022
Valley Financial Management, Inc. New York NY 04/2022 06/2025
Valley National Bank New York NY 04/2022 06/2025
Bank Leumi Usa New York NY 01/2022 04/2022
Valley Wealth Managers, Inc New York NY 07/2023 06/2025
Lord Abbett Distributor Llc Jersey City NJ 07/2025 Present
Lord, Abbett & Co Llc Jersey City NJ 07/2025 Present
  • 01/2022 → 04/2022
    Leumi Investment Services
    New York, NY
  • 12/2013 → 01/2021
    Ubs
    Weehawken, NJ
  • 01/2021 → 01/2022
    Ubs
    Weehawken, NJ
  • 04/2022 → 06/2025
    Valley Financial Management, Inc.
    New York, NY
  • 04/2022 → 06/2025
    Valley National Bank
    New York, NY
  • 01/2022 → 04/2022
    Bank Leumi Usa
    New York, NY
  • 07/2023 → 06/2025
    Valley Wealth Managers, Inc
    New York, NY
  • 07/2025 → Present
    Lord Abbett Distributor Llc
    Jersey City, NJ
  • 07/2025 → Present
    Lord, Abbett & Co Llc
    Jersey City, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-27
  • S66 Uniform Combined State Law Examination
    2023-03-27
Other Names
  • Elliot Ross Poretzky
  • Elliot Poretzky

View on SEC IAPD

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Other Offices

MORGAN STANLEY INVESTMENT MANAGEMENT INC. · NEW YORK, NY
MSRESS III MANAGER, L.L.C. · NEW YORK, NY
MS CAPITAL PARTNERS ADVISER INC. · NEW YORK, NY
MORGAN STANLEY INFRASTRUCTURE INC. · NEW YORK, NY
MORGAN STANLEY PRIVATE EQUITY ASIA, INC. · NEW YORK, NY
MSREF REAL ESTATE ADVISOR, INC. · NEW YORK, NY
MORGAN STANLEY REAL ESTATE ADVISOR, INC. · NEW YORK, NY
MORGAN STANLEY | EATON VANCE CLO MANAGER LLC · NEW YORK, NY

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