linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Marshall Ian Gordon

Clearbridge Investments, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marshall? Claim Your Profile

About Marshall Ian Gordon

Marshall Gordon is an investment advisor representative at Clearbridge Investments, LLC. Marshall has been in the industry since 2000, and has experience working with a wide range of clients including corporations, individuals, high net worth individuals, investment companies, charitable organizations, pension and profit sharing plans and pooled investment vehicles. Marshall holds the Series 7, Series 86, Series 87, Series 63, and Series 65 licenses.

Firm Information

Marshall Gordon 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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marshall Gordon’s Registration & Firm History

NY

04/15/2021 - Present

Clearbridge Investments, LLC (NEW YORK NY)

NY

07/10/2007 - 05/05/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

06/03/2004 - 07/06/2007

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

09/03/2003 - 06/01/2004

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

09/19/2000 - 08/25/2003

LAZARD FRERES & CO. LLC (NEW YORK NY)

Not sure if Marshall Ian Gordon is right for you?

Licenses & Designations

IA

Issued 11/02/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/05/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 09/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marshall Ian Gordon.
Not sure if Marshall Ian Gordon is right for you?