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Mark William Conroy

Clearbridge Investments, LLC

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About Mark William Conroy

Mark William Conroy is a registered investment advisor representative with Clearbridge Investments, LLC. Mark has been in the financial services industry since June 10, 2000. Mark holds the Series 6, 7, and 66 securities licenses. Mark's previous employers include Pioneer Funds Distributor, Inc. and Credit Suisse First Boston Corporation. Mark specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.

Firm Information

Mark Conroy 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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Mark Conroy’s Registration & Firm History

NY

04/19/2011 - Present

Clearbridge Investments, LLC (NEW YORK NY)

MA

01/03/2003 - 04/26/2011

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

NY

03/08/2001 - 12/31/2002

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NY

01/16/2001 - 02/20/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

MA

05/24/2000 - 02/01/2001

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 09/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2003

Series 7 - General Securities Representative Examination

BC

Issued 05/23/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark William Conroy.
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