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Jeffrey Steven Hudak

Clearbridge Investments, LLC

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About Jeffrey Steven Hudak

Jeffrey Hudak is an investment advisor representative at Clearbridge Investments, LLC. Jeffrey is a registered investment advisor in Connecticut. Jeffrey has been in the industry for over 16 years. Jeffrey has passed the Series 6, 7, 63, 65, and SIE exams. He is also registered in over 50 states for broker-dealer activities. Jeffrey provides portfolio management services for individuals, investment companies, and pooled investment vehicles. Jeffrey also owns EJ Venture Consulting LLC, a company that purchases short-term notes on real estate properties.

Firm Information

Jeffrey Hudak 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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Jeffrey Hudak’s Registration & Firm History

NY

02/01/2011 - Present

Clearbridge Investments, LLC (NEW YORK NY)

CT

07/06/2006 - 01/24/2011

PEOPLE'S SECURITIES, INC. (COS COB CT)

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Licenses & Designations

IA

Issued 06/03/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/05/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Steven Hudak.
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