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Bobby Singh Takhar

Clearbridge Investments, LLC

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About Bobby Singh Takhar

Bobby Singh Takhar is a registered representative with Clearbridge Investments, LLC. Bobby has been in the industry since 2010. Bobby has been registered with FINRA since 2008. Bobby is also registered in 53 states for securities and is currently licensed as an Investment Advisor Representative in California. Bobby has experience working with various clients including individuals, corporations, investment companies, and pooled investment vehicles.

Firm Information

Bobby Takhar 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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Bobby Takhar’s Registration & Firm History

NY

09/09/2024 - Present

Clearbridge Investments, LLC (NEW YORK NY)

CA

07/15/2020 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (RANCHO CORDOVA CA)

CA

05/01/2012 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)

CA

06/15/2010 - 05/17/2011

CITIGROUP GLOBAL MARKETS INC. (CITRUS HEIGHTS CA)

CA

02/04/2008 - 03/25/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (ROSEVILLE CA)

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Licenses & Designations

BOTH

Issued 03/27/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bobby Singh Takhar.
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