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Bayley Seton Davis

Clearbridge Investments, LLC

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About Bayley Seton Davis

Bayley Seton Davis is an Investment Advisor Representative associated with Clearbridge Investments, LLC. Bayley Seton Davis is registered with 53 states and 1 IA state. Bayley Seton Davis has been in the industry since May 8, 1994. Bayley Seton Davis has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Bayley Seton Davis has also passed the Securities Industry Essentials Examination and the General Securities Representative Examination.

Firm Information

Bayley Davis is currently registered with Clearbridge Investments, LLC. Clearbridge Investments, LLC is an investment advisor headquartered in New York, NY. The firm manages approximately $180.8 billion in assets for a variety of clients, including individuals, corporations, investment companies, and pooled investment vehicles. They offer portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also participate in wrap fee programs.
Clearbridge Investments, LLC

620 8TH AVENUE

NEW YORK, NY 10018

$180.79B

Assets Under Management

1

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Bayley Davis’s Registration & Firm History

NY

05/01/2021 - Present

Clearbridge Investments, LLC (NEW YORK NY)

NY

06/01/2009 - 01/27/2012

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

04/01/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

12/01/2005 - 04/09/2008

LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)

NY

05/09/1994 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/21/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bayley Seton Davis.
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