Ann Doyle, financial advisor New York NY

Ann Doyle

CRD Number: 3111442
Current Firm: Clearbridge Investments, LLC

Ann Doyle (CRD# 3111442) 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.

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Company Name Location Dates Years
Putnam Retail Management LP Baltimore, MD Jan 2024 - Current < 1
Financial Guard Salt Lake City, UT Apr 2017 - Current 6
Franklin Distributors, LLC Baltimore, MD May 2008 - Current 15
Legg Mason & Co, LLC Baltimore, MD May 2008 - Jul 2021 13
Clearbridge Investments LLC New York, NY Jun 2009 - Apr 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S66 NASAA Uniform Combined State Law Examination Feb 1999
Contact Info for Ann B. Doyle
Phone Number: 212-805-2000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    148,244
    MILLIONS
  • 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

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

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