Clearbridge Investments, LLC

Clearbridge Investments, LLC (CRD# 137028) is a financial advisory firm headquartered in New York, NY. They manage $120,539,202,612 in 122,842 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    120,539
    MILLION
  • Total Number of Accounts
    122,842
    ACCOUNTS
  • Average Account Value
    $981,254
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Clearbridge Investments, LLC
Showing 1 - 10 of 83 top financial advisors.
1
Rodney R. Allain
CRD#: 2934293
620 8th Avenue, New York, NY 10018

Rodney Allain (CRD# 2934293) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 23 years of experience in the finance industry.

2
Kathleen M. Anderson
CRD#: 2811096
620 8th Avenue, New York, NY 10018

Kathleen Anderson (CRD# 2811096) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 22 years of experience in the finance industry. Kathleen Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brian J. Bach
CRD#: 2648298
620 8th Avenue, New York, NY 10018

Brian Bach (CRD# 2648298) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 25 years of experience in the finance industry.

4
Bradley G. Binsol
CRD#: 4233675
620 8th Avenue, New York, NY 10018

Bradley Binsol (CRD# 4233675) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 17 years of experience in the finance industry.

5
Thomas D. Bloomer
CRD#: 4739329
620 8th Avenue, New York, NY 10018

Thomas Bloomer (CRD# 4739329) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 16 years of experience in the finance industry.

6
Sean M. Bogda
CRD#: 2455469
2 Righter Parkway, Delaware Corporate Center Ii, Wilmington, DE 19803

Sean Bogda (CRD# 2455469) is an Investment Advisor Representative working at Clearbridge Investments, LLC in Wilmington, DE and has over 26 years of experience in the finance industry.

7
Joyce M. Bond
CRD#: 1084594
620 8th Avenue, New York, NY 10018

Joyce Bond (CRD# 1084594) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 25 years of experience in the finance industry.

8
Edward B. Bourne
CRD#: 2780229
620 8th Avenue, New York, NY 10018

Edward Bourne (CRD# 2780229) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 20 years of experience in the finance industry.

9
Eric M. Brey
CRD#: 5547087
620 8th Avenue, New York, NY 10018

Eric Brey (CRD# 5547087) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 12 years of experience in the finance industry.

10
Albert L. Burker
CRD#: 2640143
620 8th Avenue, New York, NY 10018

Albert Burker (CRD# 2640143) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 20 years of experience in the finance industry.

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