Anjuli Finch, financial advisor Stamford CT
88 score

Anjuli Finch

CRD Number: 6359333
Current Firm: O'shaughnessy Asset Management, LLC

Anjuli Finch (CRD# 6359333) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
O'shaughnessy Asset Management, LLC Stamford, CT Jun 2014 - Current 2
Colgate University Hamilton, NY Aug 2010 - May 2014 3
O'shaughnessy Asset Management, LLC Stamford, CT May 2013 - Aug 2013 < 1
Singapore Exchange Singapore, Jun 2012 - Aug 2012 < 1
Singapore Exchange Singapore, Jun 2011 - Aug 2011 < 1
Singapore American School Singapore, Sep 2004 - May 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Anjuli V. Finch
Phone Number: 203-975-3333
Firm Website: http://www.osam.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    5,354
    MILLIONS
  • Total Number of Accounts
    3,174
    ACCOUNTS
  • Average Account Value
    $1,686,903
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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