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Michael James Kollar

Clearbridge Investments, LLC

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About Michael James Kollar

Michael James Kollar is a registered investment advisor representative with Clearbridge Investments, LLC in New York, NY. Michael has been working in the financial industry since 2010. Michael has passed the Series 66, Series 7 and SIE exams. Michael has experience working for Blackrock Investments, LLC, Franklin Distributors LLC, Legg Mason & CO and Clearbridge Investments. Michael specializes in providing financial advice to individuals, corporations, investment companies, pooled investment vehicles, and high net worth individuals. Michael has been active in the industry for over a decade and is passionate about helping clients achieve their financial goals.

Firm Information

Michael Kollar 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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Michael Kollar’s Registration & Firm History

NY

04/25/2022 - Present

Clearbridge Investments, LLC (NEW YORK NY)

CA

04/27/2010 - 04/09/2015

BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 06/28/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael James Kollar.
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