TrueAdvisor
TrueAdvisor
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Benjamin Wood

Clearbridge Investments, LLC
14 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
October 2019 - Present · 6 yrs 4 mos
Clearbridge Investments, LLC
October 2019 - Present · 6 yrs 4 mos
Franklin Distributors, LLCBroker
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2012 - October 2019 · 7 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2011 - October 2019 · 7 yrs 11 mos
State Registrations6 states
CACTFLMANYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.