linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paolo Luca giacomo Marini

Clearbridge Investments, LLC

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

About Paolo Luca giacomo Marini

Paolo Marini is a financial advisor currently registered with Clearbridge Investments, LLC. Paolo has been active in the financial industry since January 20, 1999. Paolo is currently registered in Florida as a registered representative (BC) and an investment adviser representative (IA). Previously, Paolo worked at CITIGROUP GLOBAL MARKETS INC. in New York, New York. Paolo has passed the Series 63, Series 65, Series 7 and Series 24 exams.

Firm Information

Paolo Marini 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.

Paolo Marini’s Registration & Firm History

NY

05/15/2006 - Present

Clearbridge Investments, LLC (NEW YORK NY)

NY

10/23/1998 - 01/27/2006

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Paolo Luca giacomo Marini is right for you?

Licenses & Designations

IA

Issued 06/17/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paolo Luca giacomo Marini.
Not sure if Paolo Luca giacomo Marini is right for you?