Ann Bands Doyle
Investment adviser representative at Clearbridge Investments, LLC
16 yearsExperience
1 stateRegistered in
$184.8BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Putnam Fiduciary Trust Company, LLCDec 2024 to now
- Clearbridge Investments, LLCJan 2024 to now
- Financial GuardApr 2017 to now
- Franklin Distributors, LLCMay 2008 to now
- Putnam Retail Management LPJan 2024 to Jul 2024
- Clearbridge Investments LLCJun 2009 to Apr 2017
- Legg Mason & Co, LLC.May 2008 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MD).
Clearbridge Investments, LLC
$184.8BAssets managed
124,530Clients
41Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3111442
- Firm CRD
- 137028