Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Alan Kagan

Clearbridge Investments, LLC

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

About Michael Alan Kagan

Michael Alan Kagan is a registered representative with Clearbridge Investments, LLC. Michael Alan Kagan has been working in the financial industry since June 2003 and has been associated with Clearbridge Investments, LLC since December 2005. Michael Alan Kagan is registered to provide investment advice in 52 states and is also registered with FINRA. Michael Alan Kagan also has a Series 7, Series 66, and SIE license.

Firm Information

Michael Kagan 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

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.

Michael Kagan’s Registration & Firm History

NY

04/15/2021 - Present

Clearbridge Investments, LLC (NEW YORK NY)

NY

06/12/2003 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Michael Alan Kagan is right for you?

Licenses & Designations

BOTH

Issued 01/27/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Alan Kagan.
Not sure if Michael Alan Kagan is right for you?