Ivaylo
Linev
Clearbridge Investments, LLC
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About this Advisor
Ivaylo Linev is a financial advisor based in New York, New York with a total of 2 years of relevant experience. Linev is an employee of Clearbridge Investments, LLC. Throughout their career, they have worked at Legg Mason Investor Services LLC, Legg Mason & Co LLC, Financial Guard, LLC and Franklin Distributors, LLC. Linev holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Clearbridge Investments, LLC is a company headquartered in New York, NY. It has offices in five locations and a total of 218 employees. It administers $138 billion in assets under management between its 115,183 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 280 charities and foundations. Of its 115,183 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees vary depending on the financial services. Fee types billed by Clearbridge Investments, LLC likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clearbridge Investments, LLC Brokerage Details
$138,284,448,096
218
115,183
$1,200,563
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
Ivaylo Linev Work History
Ivaylo has been registered as a financial advisor for 2 years.*
Franklin Distributors, LLC
Legg Mason & Co LLC
Financial Guard, LLC
Legg Mason Investor Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ivaylo Linev to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clearbridge Investments, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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