TrueAdvisor
TrueAdvisor
CP
CP

Christopher Potito

Clearbridge Investments, LLC
22 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
Franklin Distributors, LLC
November 2011 - Present · 14 yrs 3 mos
Clearbridge Investments, LLC
November 2011 - Present · 14 yrs 3 mos
Franklin Distributors, LLCBroker
November 2011 - Present · 14 yrs 3 mos
Previous Registrations
AXA Advisors, LLC
May 2011 - September 2011 · 4 mos
AXA Advisors, LLCBroker
March 2011 - September 2011 · 6 mos
Lighthouse Financial Group, LLCBroker
February 2010 - August 2010 · 6 mos
J.P. Morgan Securities INC.Broker
August 2009 - February 2010 · 6 mos
J.p.morgan Securities INC.Broker
July 2002 - December 2008 · 6 yrs 5 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.