Matthew P. Doyle

CLEARBRIDGE INVESTMENTS

DELRAY BEACH, FL

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CRD#: 2668590

Professional summary

Matthew Patrick Doyle, who also goes by Matt Doyle, is a registered financial advisor currently at CLEARBRIDGE INVESTMENTS, LLC located in Delray Beach, Florida and FRANKLIN DISTRIBUTORS, LLC located in Short Hills, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Matthew has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Doyle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Patrick Doyle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 11, 2009 - Present

CLEARBRIDGE INVESTMENTS, LLC

RIA

CRD#: 137028

DELRAY BEACH, FL

Current

October 8, 2009 - Present

FRANKLIN DISTRIBUTORS, LLC

Office #1: 101 John F. Kennedy Parkway, Short Hills, NJ 07078

CRD#: 109064

Short Hills, NJ

Past

April 1, 2005 - October 2, 2009

BOFA ADVISORS, LLC

RIA

CRD#: 107900

DELRAY BEACH, FL

Past

April 1, 2003 - March 31, 2005

COLUMBIA MANAGEMENT ADVISORS, INC.

RIA

CRD#: 105842

BOSTON, MA

Past

July 30, 2002 - April 1, 2003

STEIN ROE & FARNHAM INCORPORATED

RIA

CRD#: 105847

BOSTON, MA

Past

July 23, 2002 - October 2, 2009

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

September 14, 2001 - July 10, 2002

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA

CRD#: 106435

DEERFIELD BEACH, FL

Past

August 9, 2001 - July 10, 2002

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

DEERFIELD BEACH, FL

Past

August 15, 1997 - July 9, 2002

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

June 30, 1997 - August 18, 1997

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

August 14, 1996 - June 30, 1997

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

Past

October 30, 1995 - June 24, 1996

BUELL SECURITIES CORP.

CRD#: 1342

GLASTONBURY, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLEARBRIDGE INVESTMENTS, LLC

CRD#: 137028 / SEC#: 801-64710

RIA

Registered Investment Advisory firm - (9/30/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(1/2/2015)

Connecticut
(1/5/2022)

Florida
(10/8/2009)

IAR

Florida
(12/11/2009)

Massachusetts
(1/16/2024)

New York
(1/2/2014)

Puerto Rico
(1/3/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/4/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/9/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/26/1995

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CLEARBRIDGE INVESTMENTS, LLC

CRD#: 137028 / SEC#: 801-64710

RIA

Registered Investment Advisory firm - (9/30/2005 Approved)

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Contact information

Main Address

One Madison Avenue 18th Floor, New York, NY 10010

Mailing Address

Phone number

(212) 805-2000

Established

Firm type

Fiscal year end

# of Employees

210

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLEARBRIDGE/FTPPG RETAIL CLIENT BROCHURE (12/18/2025)

CLEARBRIDGE INVESTMENTS ADVISORY BROCHURE (12/18/2025)

Regulatory assets under management

Total Number of Accounts	12,530
AUM (Assets Under Management)	$ 184,809,812,930

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
01/24/2025	Cover Page	Report
11/20/2023	Cover Page	Report
01/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew P. Doyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Patrick Doyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRANKLIN DISTRIBUTORS, LLC

BOFA ADVISORS, LLC

COLUMBIA MANAGEMENT ADVISORS, INC.

STEIN ROE & FARNHAM INCORPORATED

BOFA DISTRIBUTORS, INC.

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

SIGNATOR INVESTORS, INC.

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BUELL SECURITIES CORP.

Primary Firm SEC Registration

CLEARBRIDGE INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/4/2001

Series 63

Date: 11/9/1995

SIE

Date: 10/1/2018

Series 7

Date: 10/26/1995

FINRA

Current Firm

CLEARBRIDGE INVESTMENTS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLEARBRIDGE INVESTMENTS, LLC

TRUST BUT VERIFY

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