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 3 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||3|
|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