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Raymond Nmn Amoroso Iii

O'SHAUGHNESSY ASSET MANAGEMENT, LLC·STAMFORD, Connecticut
Unclaimed Profile
100 FIRST STAMFORD PLACE, STAMFORD, CT 06902CRD# 5362699Firm CRD# 144594
01

About

Raymond Nmn Amoroso Iii is a registered financial advisor based in STAMFORD, Connecticut, affiliated with O'SHAUGHNESSY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
AUM
$12.6B
Regulatory assets under management
Employees
81
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ASSETS UNDER ADVISEMENT (FOR UMA)
Regulatory
SEC/IARD CRD# 5362699
Firm CRD# 144594
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Raymond Nmn Amoroso Iii offer?
Raymond Nmn Amoroso Iii specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Raymond Nmn Amoroso Iii's credentials?
Raymond Nmn Amoroso Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Nmn Amoroso Iii located?
Raymond Nmn Amoroso Iii 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 Raymond Nmn Amoroso Iii charge for services?
Raymond Nmn Amoroso Iii'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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