TrueAdvisor
TrueAdvisor
GN
GN

George Neofytidis

Clearbridge Investments, LLC
25 Years of Experience
Broker
View SEC Summary
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.

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Employment History
Current Registrations
Clearbridge Investments, LLC
March 2006 - Present · 19 yrs 11 mos
Franklin Distributors, LLC
December 2005 - Present · 20 yrs 2 mos
Franklin Distributors, LLCBroker
December 2005 - Present · 20 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.Broker
June 2000 - December 2005 · 5 yrs 6 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.