TrueAdvisor
TrueAdvisor
EB
EB

Eric Michael Brey

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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Employment History
Current Registrations
Franklin Distributors, LLC
August 2014 - Present · 11 yrs 6 mos
Clearbridge Investments, LLC
August 2014 - Present · 11 yrs 6 mos
Franklin Distributors, LLCBroker
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
Blackrock Investment Management, LLC
July 2008 - August 2014 · 6 yrs 1 mo
Blackrock Investments, LLCBroker
July 2008 - August 2014 · 6 yrs 1 mo
State Registrations6 states
CACTFLMANYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.