Clearbridge Investments, LLC
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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
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
George Toulson Work History
George has 18 years of experience.
Legg Mason & Co LLC
Legg Mason Investor Services LLC
The Vanguard Group, Inc
George Toulson has no disclosures.
Please visit their SEC profile for more details.