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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

JEFFREY THOMAS ABELLI

Advisor at VICTORY CAPITAL MANAGEMENT INC.

Capistrano Beach, CA | AVON LAKE, OH

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Search this name across graphsid dfx:ria:a5a9f0c0-31f2-9f55-f381-e8cf06095e91

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 13, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VICTORY CAPITAL MANAGEMENT INC.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 12, 2005
First registration: Dec 13, 2005
Dual registered: yes, broker-dealer
Other names: JEFFREY T ABELLI|JEFF ABELLI
IAPD individual key: 4672511

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VICTORY CAPITAL MANAGEMENT INC.	Asset manager	Aug 13, 2025	n/a	yes	Capistrano Beach, CA\|AVON LAKE, OH	Current employment
AMUNDI ASSET MANAGEMENT US, INC.	Former SEC adviser	Jan 4, 2021	Apr 25, 2025	no	BOSTON, MA	Previous registration
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Former SEC adviser	Apr 20, 2006	Dec 31, 2020	no	BOSTON, MA	Previous registration
AMUNDI ASSET MANAGEMENT US, INC.	Former SEC adviser	Dec 13, 2005	Apr 20, 2006	no	BOSTON, MA\|BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMUNDI ASSET MANAGEMENT US, INC.	VICTORY CAPITAL MANAGEMENT INC.	Apr 25, 2025	Aug 13, 2025	110	Bulk transfer	Other
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	AMUNDI ASSET MANAGEMENT US, INC.	Dec 31, 2020	Jan 4, 2021	4	Bulk transfer	Other
AMUNDI ASSET MANAGEMENT US, INC.	AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Apr 20, 2006	Apr 20, 2006	0	Bulk transfer	Other

Relationships

Registered with (3)

→ VICTORY CAPITAL MANAGEMENT INC.Registered adviserregistration: current employment
Aug 13, 2025 to presentfactForm ADV
→ AMUNDI ASSET MANAGEMENT US, INC.Registered adviserregistration: previous registration
Jan 4, 2021 to Apr 25, 2025factForm ADV
→ AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 20, 2006 to Dec 31, 2020factForm ADV

Dated events

No dated event names this entity yet.