Andrew IlesCRD Number: 7053907
Current Firm: O'shaughnessy Asset Management, LLC
Andrew Iles (CRD# 7053907) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 3 years of experience in the finance industry.
Park Avenue Securities LLC
Cetera Advisor Networks LLC
Lincoln Financial Advisors Corporation
|O'shaughnessy Asset Managment, LLC||Stamford, CT||Dec 2018 - Current||4|
|Unemployed||Ithaca, NY||Jun 2018 - Nov 2018||< 1|
|Fife Flyers||Kirkcaldy, Fife, Scotland,||Aug 2017 - May 2018||< 1|
|Echl/ahl||Princeton, Nj & Springfield, MA||Aug 2014 - Jul 2017||2|
|Cornell University||Ithaca, NY||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management6,886MILLIONS
Total Number of Accounts2,639ACCOUNTS
Average Account Value$2,609,251
- A percentage of assets under your management
- Performance-based fees
- 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
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