TrueAdvisor
TrueAdvisor
HL
HL

Heather Marie Lenseth

Clearbridge Investments, LLC
17 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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Other Business Activities

Heather owns rental property in Trumansburg, NY since 2020. She devotes minimal time to this activity on a regular basis.

Employment History
Current Registrations
Franklin Distributors, LLC
June 2011 - Present · 14 yrs 8 mos
Clearbridge Investments, LLC
June 2011 - Present · 14 yrs 8 mos
Franklin Distributors, LLCBroker
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
January 2024 - July 2024 · 6 mos
Franklin Templeton Financial Services CORP.Broker
August 2020 - July 2021 · 11 mos
Franklin/templeton Distributors, INC.Broker
August 2020 - July 2021 · 11 mos
Ameriprise Financial Services, INC.
January 2010 - June 2011 · 1 yr 5 mos
Ameriprise Financial Services, INC.Broker
January 2008 - June 2011 · 3 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.