Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen McNeil Casey is a registered investment advisor representative with Clearbridge Investments, LLC. Stephen has been in the industry since October 5, 2005. He is currently registered with the state of North Carolina, and has previously been registered in the states of California, Connecticut, Florida, Massachusetts, New York, South Carolina and Virginia.
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
05/06/2014 - Present
Clearbridge Investments, LLC (NEW YORK NY)
NY
10/05/2005 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 05/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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