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Ehren Jonathan Stanhope

O'SHAUGHNESSY ASSET MANAGEMENT, LLC·STAMFORD, Connecticut
SIE, Series 6, Series 63, Series 65CFAClean record16 years registeredO'SHAUGHNESSY ASSET MANAGEMENT, LLC
100 FIRST STAMFORD PLACE, STAMFORD, CT 06902CRD# 5747833Firm CRD# 144594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ehren Jonathan Stanhope · STAMFORD, CT
Registration
CRD #5747833 · O'SHAUGHNESSY ASSET MANAGEMENT, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Apr 2010 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · April 23, 2010
Years registered · 16
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CRD 144594 · SEC 801-68177
AUM
$12.6B
Regulatory assets under management
Employees
81
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 Ehren Jonathan Stanhope offer?
Ehren Jonathan Stanhope specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Ehren Jonathan Stanhope's credentials?
Ehren Jonathan Stanhope holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Ehren Jonathan Stanhope located?
Ehren Jonathan Stanhope is based in STAMFORD, Connecticut, working with O'SHAUGHNESSY ASSET MANAGEMENT, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Ehren Jonathan Stanhope charge for services?
Ehren Jonathan Stanhope'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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