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Pegeen Fitzpatrick

Clearbridge Investments, LLC

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About Pegeen Fitzpatrick

Pegeen Fitzpatrick has been in the financial services industry since 1987. Pegeen is currently registered with Clearbridge Investments, LLC in New York and is a Registered Investment Advisor. Pegeen has been in the financial services industry since 1987 and previously worked at Citigroup Global Markets Inc. Pegeen offers portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. Pegeen is also registered in New York with Clearbridge Investments, LLC as a Registered Representative.

Firm Information

Pegeen Fitzpatrick 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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Pegeen Fitzpatrick’s Registration & Firm History

NY

04/15/2021 - Present

Clearbridge Investments, LLC (NEW YORK NY)

NY

11/14/1987 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/20/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pegeen Fitzpatrick.
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