Travis Fairchild, financial advisor Stamford CT
93 score

Travis Fairchild

CRD Number: 5958734
Current Firm: O'shaughnessy Asset Management, LLC

Travis Fairchild (CRD# 5958734) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
O'shaughnessy Asset Management, LLC Stamford, CT Jul 2011 - Current 5
Cornell University Ithaca, NY Aug 2009 - May 2011 1
Mercer Health & Benefits New York, NY Jan 2003 - Jul 2009 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Travis B. Fairchild
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
93
Clean Record
This advisor has a clean track record with regulators.

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