Stephen Mcneil Casey
Investment adviser representative at Clearbridge Investments, LLC
21 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
21 years in the industry.
- Clearbridge Investments, LLCMay 2006 to now
- Franklin Distributors, LLCDec 2005 to now
- Legg Mason & Co LLCDec 2005 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4943048
- Firm CRD
- 137028