Robert Daniel Flynn

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

• 03/2012 → 06/2017
  Pioneer Investments
  Boston, MA
• 07/2017 → 06/2020
  Amundi Pioneer Asset Management, Inc.
  Boston, MA
• 06/2020 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 06/2020 → Present
  First Trust Advisors L.P.
  Wheaton, IL

Previous Registrations

• 2020-07-13 → 2022-09-29
  First Trust Advisors Lp
  Charlestown, MA
  Wheaton, IL
• 2012-03-26 → 2020-06-26
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA
• 2011-09-19 → 2012-03-09
  Lord, Abbett & Co. Llc
  Jersey City, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-16
• S63 Uniform Securities Agent State Law Examination
  2010-09-20

Other Names

• Robert Flynn