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
Christopher Potito (CRD# 4517387) 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.
Kimberly Roy (CRD# 2802255) 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.
Shawn Schaefer (CRD# 3177487) 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.
Jeffrey Schulze (CRD# 5100843) 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.
Robert Smith (CRD# 4342651) 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.
Douglas Stella (CRD# 4082659) 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.
Jacob Walter (CRD# 4521709) 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.
Juliet Willetts (CRD# 2927259) 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.
Benjamin Wood (CRD# 5564179) 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.
Joseph Zuramski (CRD# 6539893) is an Investment Advisor Representative working at Clearbridge Investments, LLC in New York, NY and has over 6 years of experience in the finance industry.