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Salvatore Coppola

Clearbridge Investments, LLC

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About Salvatore Coppola

Salvatore Coppola has been in the financial industry since April 5, 2001. Salvatore Coppola is currently registered with Clearbridge Investments, LLC. Salvatore Coppola has a Series 7, Series 66 and SIE licenses and has been registered in 53 states and one territory. Salvatore Coppola has been associated with Clearbridge Investments, LLC since December 19, 2005. Prior to that, Salvatore Coppola was registered with CITIGROUP GLOBAL MARKETS INC. and UBS PAINEWEBBER INC. Salvatore Coppola specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Salvatore Coppola 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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Salvatore Coppola’s Registration & Firm History

NY

12/19/2005 - Present

Clearbridge Investments, LLC (NEW YORK NY)

NY

01/25/2002 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NJ

01/05/2001 - 10/25/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 02/02/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Salvatore Coppola.
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