Clearbridge Investments, LLC
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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
Years of Experience
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Clearbridge Investments, LLC Brokerage Details
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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.
Clearbridge Investments LLC
Legg Mason Investor Services, LLC
Legg Mason & Co LLC
Edward Bourne has no disclosures.
Please visit their SEC profile for more details.