Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Marciano is a financial advisor with over 20 years of experience in the industry. Sam is currently registered as a Registered Representative with Clearbridge Investments, LLC. Sam has previously worked at Putnam Retail Management Limited Partnership, Franklin/Templeton Distributors, Inc. and Citigroup Global Markets Inc. Sam holds Series 7, Series 31, Series 24, Series 51, and Series 66 licenses. Sam specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
12/19/2005 - Present
Clearbridge Investments, LLC (NEW YORK NY)
CT
01/02/2024 - 07/03/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (STAMFORD CT)
CT
01/14/2021 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (Stamford CT)
NY
02/21/2003 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/24/2001 - 11/19/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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