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Eric Joshua Neisner

Clearbridge Investments, LLC

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About Eric Joshua Neisner

Eric Neisner is a financial professional with over 20 years of experience in the industry. Eric currently works for Clearbridge Investments, LLC and is registered with FINRA and the State of New York as an Investment Advisor Representative. Eric has a broad range of experience, including previous roles with J.P. Morgan Institutional Investments Inc. and Legg Mason & Co, LLC. Eric holds Series 7, Series 24, Series 63 and Series 65 licenses and has passed the SIE exam. Eric is licensed in all 50 states and the District of Columbia. Eric's specializations include: Portfolio management for businesses, individuals, investment companies and pooled investment vehicles.

Firm Information

Eric Neisner 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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Eric Neisner’s Registration & Firm History

NY

04/15/2021 - Present

Clearbridge Investments, LLC (NEW YORK NY)

NY

05/09/2002 - 01/16/2003

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/22/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Joshua Neisner.
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