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Vincent Franklin Laverty

Clearbridge Investments, LLC

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About Vincent Franklin Laverty

Vincent Franklin Laverty is a financial advisor registered with Clearbridge Investments, LLC. Vincent has been in the industry since September 17, 2003. Vincent currently holds registrations in Arizona, California, Colorado, Connecticut, Florida, Massachusetts, New York, and Utah. Vincent holds the Series 6, Series 7, and Series 63 licenses and the SIE exam.

Firm Information

Vincent Laverty 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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Vincent Laverty’s Registration & Firm History

NY

07/24/2012 - Present

Clearbridge Investments, LLC (NEW YORK NY)

NY

03/29/2005 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

WI

03/13/2003 - 08/05/2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

NY

08/19/2002 - 01/13/2003

PIMCO ADVISORS DISTRIBUTORS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2005

Series 7 - General Securities Representative Examination

BC

Issued 08/15/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vincent Franklin Laverty.
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