Patrick O'shaughnessyCRD Number: 5457732
Current Firm: O'shaughnessy Asset Management, LLC
Patrick O'shaughnessy (CRD# 5457732) 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.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|O'shaughnessy Asset Management, LLC||Stamford, CT||Jul 2007 - Current||10|
|University Of Notre Dame||South Bend, IN||Sep 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
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