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Sam Philip Marciano

Investment adviser representative at Clearbridge Investments, LLC
19 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

19 years in the industry.

  1. Clearbridge Investments, LLCDec 2005 to now
  2. Franklin Distributors, LLCDec 2005 to now
  3. Putnam Retail Management LPJan 2024 to Jul 2024
  4. Franklin/templeton Distributors, Inc.Jan 2021 to Jul 2021
  5. Legg Mason & Co LLC.Dec 2005 to Jul 2021

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (CT).

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
4412053
Firm CRD
137028
Advisor's SEC record (opens in a new tab)
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