George
Toulson

Clearbridge Investments, LLC

CRD#2743497
Investment Advisor
in New York, NY
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About this Advisor

George Toulson is a certified financial planner whose office is in New York, New York. Currently a registered advisor at Clearbridge Investments, LLC, Toulson has 18 years of practice as a financial advisor. Toulson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Toulson is able to work with customers in Maryland. The advisor has gained experience at Clearbridge Investments, The Vanguard Group, Inc, Legg Mason & Co LLC and Legg Mason Investor Services LLC. Clearbridge Investments, LLC is headquartered in New York, New York, and has four other offices in the United States. In aggregate, Clearbridge Investments, LLC oversees $130 billion in assets across 114,708 accounts and employs more than 186 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 114,650 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Clearbridge Investments, LLC provides 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 63, Series 65, Certified Financial Planner

Years of Experience

18 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

George Toulson Work History

George has 18 years of experience.

2016 - Present (3 years)

Clearbridge Investments

2016 - Present (3 years)

Legg Mason & Co LLC

2016 - Present (3 years)

Legg Mason Investor Services LLC

2000 - 2016 (16 years)

The Vanguard Group, Inc

Disclosures

George Toulson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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