Clearbridge Investments

Clearbridge Investments (CRD# 110619) is a financial advisory firm headquartered in Baltimore, MD. They manage $5,216,818,148 in 16 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,217
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $326,051,134
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.

DC, LA, MD, MI, NY, OH, TX

Financial Advisors at Clearbridge Investments
Showing 1 - 2 of 2 top financial advisors.
1
Kathleen M. Anderson
CRD#: 2811096
100 International Drive, Baltimore, MD 21202
96
Wealthminder
score

Kathleen Anderson (CRD# 2811096) is an Investment Advisor Representative working at Clearbridge Investments in Baltimore, MD and has over 18 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.

2
Albert L. Burker
CRD#: 2640143
100 International Drive, Baltimore, MD 21202
93
Wealthminder
score

Albert Burker (CRD# 2640143) is an Investment Advisor Representative working at Clearbridge Investments in Baltimore, MD and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.