Travis FairchildCRD 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.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|O'shaughnessy Asset Management, LLC||Stamford, CT||Jul 2011 - Current||6|
|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|
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