Anjuli FinchCRD 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.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|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|
Total Assets Under Management5,354MILLIONS
Total Number of Accounts3,174ACCOUNTS
Average Account Value$1,686,903
- 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