Edward
Bourne

Clearbridge Investments, LLC

CRD#2780229
Investment Advisor
in New York, NY
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About this Advisor

Edward Bourne is a certified financial planner in New York, New York. Currently an advisor at Clearbridge Investments, LLC, Bourne has 13 years of experience as a financial advisor. Bourne maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Bourne can serve clients based out of Maryland. During their career, the advisor has held roles at Legg Mason Investor Services, LLC, Clearbridge Investments LLC and Legg Mason & Co LLC. Clearbridge Investments, LLC is located in New York, New York, and operates out of four other offices in the nation. As a company, Clearbridge Investments, LLC manages $130 billion in assets throughout 114,708 accounts and retains more than 186 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 114,650 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 1% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Clearbridge Investments, LLC can provide portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

620 8Th Avenue
New York, NY 10018

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Clearbridge Investments, LLC Brokerage Details

Total Assets Under Management

$130,388,146,967

NY Average: $7,464,549,021
Total Number of Employees

186

NY Average: 88
Total Number of Accounts

114,708

NY Average: 3,892
Average Account Size

$1,136,696

NY Average: $1,917,921

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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

Edward Bourne Work History

Edward has 13 years of experience.

2006 - Present (13 years)

Clearbridge Investments LLC

2005 - Present (14 years)

Legg Mason Investor Services, LLC

2005 - Present (14 years)

Legg Mason & Co LLC

Disclosures

Edward Bourne has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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