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Michael Stephen D'angelos

Clearbridge Investments, LLC

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About Michael Stephen D'angelos

Michael D'angelos is a financial advisor with Clearbridge Investments, LLC. Michael has been in the industry since 2008 and has a combined 14 years of experience in the financial services industry. He is currently registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and with the state of Connecticut as an Investment Advisor Representative. Michael has a strong background in investment management and financial planning. Michael has been working with Clearbridge Investments, LLC since 2011. Prior to that, Michael worked with Legg Mason & Co., LLC and Franklin Distributors, LLC. Michael is a Series 7 and Series 66 licensed professional.

Firm Information

Michael D'angelos 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 D'angelos’s Registration & Firm History

NY

04/07/2021 - Present

Clearbridge Investments, LLC (NEW YORK NY)

CT

01/26/2010 - 05/06/2011

ING INVESTMENTS DISTRIBUTOR, LLC (HARTFORD CT)

MA

08/06/2008 - 01/14/2010

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

CT

01/30/2008 - 04/17/2008

AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)

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Licenses & Designations

BOTH

Issued 03/10/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Stephen D'angelos.
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