Robert
Johanson

Clearbridge Investments, LLC

CRD#2466625
Investment Advisor
in New York, NY
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About this Advisor

Robert Johanson is a certified financial planner operating in New York, New York, who has been in the financial industry for 13 years. Johanson works at Clearbridge Investments, LLC. Their career trajectory has included roles at Clearbridge Investments LLC and Legg Mason Investor Services, LLC. Johanson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Nevada. Clearbridge Investments, LLC is an advisory firm that has its headquarters in New York, New York. The firm has offices in four locations and a total of 186 advisors. It manages $130 billion in assets among its 114,708 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 374 charities and foundations. Of its 114,708 accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Clearbridge Investments, LLC most likely are comprised of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

Robert Johanson Work History

Robert has 13 years of experience.

2006 - Present (13 years)

Clearbridge Investments LLC

2005 - Present (14 years)

Legg Mason Investor Services, LLC

Disclosures

Robert Johanson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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