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O'SHAUGHNESSY ASSET MANAGEMENT, LLC
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
STAMFORD, Connecticut
·
13 registered advisors
·
CRD# 144594
SEC# 801-68177
0
203-975-3333
01
Firm Overview
AUM
$12.6B
Regulatory assets under management
Employees
81
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: ASSETS UNDER ADVISEMENT (FOR UMA)
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13 registered advisors
Ari Mark Rosenbaum
STAMFORD, Connecticut
CRD# 2994350
Ashvin Viswanathan
STAMFORD, Connecticut
CRD# 5809720
Christopher Ira Meredith
STAMFORD, Connecticut
CRD# 4989470
Christopher Stratton Loveless
STAMFORD, Connecticut
CRD# 2533067
Claudine Antoinette Spence
STAMFORD, Connecticut
CRD# 3105453
Ehren Jonathan Stanhope
STAMFORD, Connecticut
CFA
CRD# 5747833
Erin Marie Foley
STAMFORD, Connecticut
CRD# 2673962
James Patrick O'shaughnessy
STAMFORD, Connecticut
CRD# 1890402
Kristopher Ryan Smith
STAMFORD, Connecticut
CRD# 4347963
Raymond Nmn Amoroso Iii
STAMFORD, Connecticut
CRD# 5362699
Roger Nmn Paradiso
STAMFORD, Connecticut
CRD# 1988315
Scott Michael Bartone
STAMFORD, Connecticut
CRD# 5123973
Travis Brent Fairchild
STAMFORD, Connecticut
CRD# 5958734
05
Office Locations
STAMFORD, Connecticut
13 advisors
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Data sourced from SEC Form ADV filings. O'SHAUGHNESSY ASSET MANAGEMENT, LLC (CRD# 144594) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.