Sandra
Palmer
Clearbridge Investments, LLC
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About this Advisor
Sandra Palmer is a financial advisor working out of Seminole, Florida with a total of 13 years of relevant experience. Palmer is an advisor for Clearbridge Investments, LLC. Over the course of their career, Palmer has held roles at Franklin Templeton Financial Services Corp, Franklin Distributors, LLC, Legg Mason & Co, LLC, Clearbridge Investments LLC and Franklin Templeton Distributors, Inc. Palmer has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in South Carolina. Clearbridge Investments, LLC is a financial advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in five locations and a total of 218 people on staff. It oversees $138 billion in assets under management across its 115,183 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 280 charitable organizations. Of its 115,183 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Clearbridge Investments, LLC has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually depend on the financial services. However, fee types billed by Clearbridge Investments, LLC most likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clearbridge Investments, LLC Brokerage Details
$138,284,448,096
218
115,183
$1,200,563
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Sandra Palmer Work History
Sandra has been registered as a financial advisor for 13 years.*
Franklin Distributors, LLC
Clearbridge Investments LLC
Franklin Templeton Financial Services Corp
Franklin Templeton Distributors, Inc
Legg Mason & Co, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sandra Palmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clearbridge Investments, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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