Hamraj
Grewal

Clearbridge Investments, LLC

CRD#6836359
Investment Advisor
in New York, NY
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About this Advisor

Hamraj Grewal is an investment advisor who works out of New York, New York. Currently an advisor with Clearbridge Investments, LLC, Grewal has 11 years of professional experience as a financial advisor. Grewal holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Grewal is able to operate in Maryland. Throughout their career, they have worked at Legg Mason Investor Services LLC, Legg Mason & Co, Bank Of America, Pnc, University Of Maryland: Baltimore County, Middle/High School, Morgan Stanley, Morgan Stanley Private Bank, National Association and Keller Williams. Clearbridge Investments, LLC is headquartered in New York, New York, and has four other locations throughout the country. In aggregate, Clearbridge Investments, LLC oversees $130 billion in assets throughout 114,708 client accounts and employs more than 186 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 114,650 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's customers are high-net-worth individuals, meaning they have over $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 may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Hamraj Grewal Work History

Hamraj has 11 years of experience.

2018 - Present (1 years)

Legg Mason Investor Services LLC

2018 - Present (1 years)

Legg Mason & Co

2017 - 2018 (1 years)

Morgan Stanley

2017 - 2018 (1 years)

Morgan Stanley Private Bank, National Association

2016 - 2017 (1 years)

Bank Of America

2015 - 2016 (1 years)

Pnc

2015 - 2016 (1 years)

Keller Williams

2012 - 2018 (6 years)

University Of Maryland: Baltimore County

2007 - 2012 (5 years)

Middle/High School

Disclosures

Hamraj Grewal has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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