Jeffrey
Russell

Clearbridge Investments, LLC

CRD#1020854
Investment Advisor
in New York, NY
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About this Advisor

Jeffrey Russell is an advisor whose office is in New York, New York. Currently a registered investment advisor at Clearbridge Investments, LLC, they have accumulated 13 years of practice as a registered investment advisor. Russell has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Russell is able to work with clients based out of New Jersey. Over the course of their career, they have held roles at Clearbridge Investments LLC and Legg Mason Investor Services, LLC. Clearbridge Investments, LLC is based out of New York, New York, and operates out of four other locations in the country. As a company, Clearbridge Investments, LLC manages $130 billion in assets throughout 114,708 client accounts and retains more than 186 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. 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 greater than $1 million in assets. Clearbridge Investments, LLC can offer 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, Chartered Financial Analyst

Years of Experience

13 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

Jeffrey Russell Work History

Jeffrey has 13 years of experience.

2005 - Present (14 years)

Clearbridge Investments LLC

2005 - Present (14 years)

Legg Mason Investor Services, LLC

Disclosures

Jeffrey Russell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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