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Raymond Nmn Amoroso Iii

O'SHAUGHNESSY ASSET MANAGEMENT, LLC·STAMFORD, Connecticut
SIE, Series 7, Series 26, Series 63Clean recordO'SHAUGHNESSY ASSET MANAGEMENT, LLC
100 FIRST STAMFORD PLACE, STAMFORD, CT 06902CRD# 5362699Firm CRD# 144594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond Nmn Amoroso Iii · STAMFORD, CT
Registration
CRD #5362699 · O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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 →
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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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Other Advisors at O'SHAUGHNESSY ASSET MANAGEMENT, LLC

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Christopher Stratton Loveless
STAMFORD, CT
Kristopher Ryan Smith
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Ari Mark Rosenbaum
STAMFORD, CT
Claudine Antoinette Spence
STAMFORD, CT
Travis Brent Fairchild
STAMFORD, CT

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Research
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