Clearbridge Investments, LLC

Clearbridge Investments, LLC (CRD# 137028) is a financial advisory firm headquartered in New York, NY. They manage $118,115,629,086 in 108,327 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    118,116
    MILLION
  • Total Number of Accounts
    108,327
    ACCOUNTS
  • Average Account Value
    $1,090,362
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

Financial Advisors at Clearbridge Investments, LLC
Showing 1 - 10 of 130 top financial advisors.
1
Edward B. Bourne
CRD#: 2780229
620 8th Avenue, New York, NY 10018
96
Wealthminder
score

Edward Bourne (CRD# 2780229) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 18 years of experience in the finance industry. Edward Bourne 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.

2
Robert S. Johanson
CRD#: 2466625
620 8th Avenue, New York, NY 10018
96
Wealthminder
score

Robert Johanson (CRD# 2466625) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 24 years of experience in the finance industry. Robert Johanson 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
Jeffrey J. Russell
CRD#: 1020854
620 8th Avenue, New York, NY 10018
96
Wealthminder
score

Jeffrey Russell (CRD# 1020854) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 36 years of experience in the finance industry.

4
George R. Toulson
CRD#: 2743497
620 8th Avenue, New York, NY 10018
96
Wealthminder
score

George Toulson (CRD# 2743497) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 21 years of experience in the finance industry. George Toulson 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.

5
Jacob C. Walter
CRD#: 4521709
3100 Carisle Street, Apt. 12121, Dallas, TX 75204
96
Wealthminder
score

Jacob Walter (CRD# 4521709) is an Investment Advisor Representative working at Clearbridge Investments, LLC in Dallas, TX and has over 16 years of experience in the finance industry. Jacob Walter 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.

6
Brian J. Bach
CRD#: 2648298
620 8th Avenue, New York, NY 10018
93
Wealthminder
score

Brian Bach (CRD# 2648298) 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.

7
Justin A. Bard
CRD#: 4724912
620 8th Avenue, New York, NY 10018
93
Wealthminder
score

Justin Bard (CRD# 4724912) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 14 years of experience in the finance industry.

8
Bradley G. Binsol
CRD#: 4233675
620 8th Avenue, New York, NY 10018
93
Wealthminder
score

Bradley Binsol (CRD# 4233675) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 14 years of experience in the finance industry.

9
Thomas D. Bloomer
CRD#: 4739329
620 8th Avenue, New York, NY 10018
93
Wealthminder
score

Thomas Bloomer (CRD# 4739329) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 13 years of experience in the finance industry.

10
Sean M. Bogda
CRD#: 2455469
2 Righter Parkway, Delaware Corporate Center Ii, Wilmington, DE 19803
93
Wealthminder
score

Sean Bogda (CRD# 2455469) is an Investment Advisor Representative working at Clearbridge Investments, LLC in Wilmington, DE and has over 24 years of experience in the finance industry.

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