Clearbridge Investments, LLC
Clearbridge Investments, LLC (CRD# 137028) is a financial advisory firm headquartered in New York, NY. They manage $148,243,821,271 in 114,940 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management148,244MILLION
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Total Number of Accounts114,940ACCOUNTS
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Average Account Value$1,289,750
- A percentage of assets under your management
- Performance-based fees
- 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
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
Heather Lenseth (CRD# 5334347) 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.
Sam Marciano (CRD# 4412053) 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.
Paolo Marini (CRD# 2945601) 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.
Kevin McHale (CRD# 5008800) 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.
Craig Metz (CRD# 6008418) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 9 years of experience in the finance industry.
Eric Neisner (CRD# 4511272) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 11 years of experience in the finance industry.
George Neofytidis (CRD# 4147508) 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.
Michael Oconnell (CRD# 3151733) 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.
Sandra Palmer (CRD# 2793214) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 27 years of experience in the finance industry.
Daniel Penrose (CRD# 4669672) 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.