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).

By the Numbers
  • Total Assets Under Management
    148,244
    MILLION
  • Total Number of Accounts
    114,940
    ACCOUNTS
  • Average Account Value
    $1,289,750
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
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 31 - 40 of 50 top financial advisors.
31
Heather M. Lenseth
CRD#: 5334347
620 8th Avenue, New York, NY 10018

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.

32
Sam P. Marciano
CRD#: 4412053
620 8th Avenue, New York, NY 10018

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.

33
Paolo L. Marini
CRD#: 2945601
620 8th Avenue, New York, NY 10018

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.

34
Kevin P. McHale
CRD#: 5008800
620 8th Avenue, New York, NY 10018

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.

35
Craig Metz
CRD#: 6008418
620 8th Avenue, New York, NY 10018

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.

36
Eric J. Neisner
CRD#: 4511272
620 8th Avenue, New York, NY 10018

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.

37
George Neofytidis
CRD#: 4147508
620 8th Avenue, New York, NY 10018

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.

38
Michael J. Oconnell
CRD#: 3151733
620 8th Avenue, New York, NY 10018

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.

39
Sandra M. Palmer
CRD#: 2793214
620 8th Avenue, New York, NY 10018

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.

40
Daniel K. Penrose
CRD#: 4669672
620 8th Avenue, New York, NY 10018

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.

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