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Jeffrey Steven Hudak

Investment adviser representative at Clearbridge Investments, LLC
15 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

15 years in the industry.

  1. Clearbridge Investments, LLCJan 2011 to now
  2. Franklin Distributors, LLCJan 2011 to now
  3. Legg Mason & Co LLCJan 2011 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2008

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
5151380
Firm CRD
137028
Advisor's SEC record (opens in a new tab)
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