Unclaimed Profile

Ashvin Viswanathan

O'SHAUGHNESSY ASSET MANAGEMENT, LLC·STAMFORD, Connecticut

Clean record16 years registeredO'SHAUGHNESSY ASSET MANAGEMENT, LLC

6 SUBURBAN AVENUE, STAMFORD, CT 06901-2012CRD# 5809720Firm CRD# 144594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ashvin Viswanathan · STAMFORD, CT

Registration

CRD #5809720 · O'SHAUGHNESSY ASSET MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: O'SHAUGHNESSY ASSET MANAGEMENT, LLC

PEOPLE'S UNITED ADVISORS, INC.

Jan 2023 – Jun 2024

BRIDGEPORT, CT

PEOPLE'S UNITED ADVISORS, INC.

Apr 2018 – Dec 2022

New York, NY

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jul 2010 – Oct 2016

STAMFORD, CT

Registrations & Exams

Registration record

First registered · July 7, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CRD 144594 · SEC 801-68177

AUM

$12.6B

Regulatory assets under management

Employees

6,791 client accounts

Services offered by O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at O'SHAUGHNESSY ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ashvin Viswanathan offer?

Ashvin Viswanathan specializes in Investment Management, Retirement Planning, Wealth Management.

What are Ashvin Viswanathan's credentials?

Ashvin Viswanathan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ashvin Viswanathan located?

Ashvin Viswanathan is based in STAMFORD, Connecticut, last registered with O'SHAUGHNESSY ASSET MANAGEMENT, LLC.

How does Ashvin Viswanathan charge for services?

Ashvin Viswanathan's firm is compensated through percentage of aum, performance-based fees, other: assets under advisement (for uma). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is O'SHAUGHNESSY ASSET MANAGEMENT, LLC?

O'SHAUGHNESSY ASSET MANAGEMENT, LLC has approximately 81 employees and manages $12.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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