O'shaughnessy Asset Management, LLC
O'shaughnessy Asset Management, LLC (CRD# 144594) is a financial advisory firm headquartered in Stamford, CT. They manage $7,983,580,249 in 4,197 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management7,984MILLION
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Total Number of Accounts4,197ACCOUNTS
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Average Account Value$1,902,211
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Paul Ackerley (CRD# 4188944) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 8 years of experience in the finance industry.
Scott Bartone (CRD# 5123973) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 17 years of experience in the finance industry.
Lenny Castagna (CRD# 5005945) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 18 years of experience in the finance industry.
Erin Foley (CRD# 2673962) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 28 years of experience in the finance industry.
Christopher Loveless (CRD# 2533067) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 29 years of experience in the finance industry.
Patrick McStay (CRD# 4945253) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 10 years of experience in the finance industry.
Daniel Nitiutomo (CRD# 5851841) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Patrick O'shaughnessy (CRD# 5457732) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 15 years of experience in the finance industry.
Roger Paradiso (CRD# 1988315) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 29 years of experience in the finance industry.
Ari Rosenbaum (CRD# 2994350) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 18 years of experience in the finance industry.