Bayley Seton Davis

Clearbridge Investments, LLC

31 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementSocially Responsible Investing

Clearbridge Investments, LLC

Compensation

Fee-Only (AUM)

Firm Size

45 advisors

Number of Clients

122,375 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$180.8B

Fee Structure

Minimum Investment:$5M

Financial Planning:Investment management only

Location

One Madison Avenue, 18th Floor, New York, NY, 10010

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Bayley serves on the Board of Directors for the Seabright Lawn Tennis & Criquet Club. This requires minimal time and does not occur during normal securities trading hours.