O'shaughnessy Asset Management, LLC

O'shaughnessy Asset Management, LLC (CRD# 144594) is a financial advisory firm headquartered in Stamford, CT. They manage $5,354,230,035 in 3,174 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,354
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at O'shaughnessy Asset Management, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Scott M. Bartone
CRD#: 5123973
6 Suburban Avenue, Stamford, CT 06901
96
Wealthminder
score

Scott Bartone (CRD# 5123973) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 9 years of experience in the finance industry.

2
Christopher I. Meredith
CRD#: 4989470
6 Suburban Avenue, Stamford, CT 06901
96
Wealthminder
score

Christopher Meredith (CRD# 4989470) 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.

3
Patrick W. O'shaughnessy
CRD#: 5457732
6 Suburban Avenue, Stamford, CT 06901
96
Wealthminder
score

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.

4
Ehren J. Stanhope
CRD#: 5747833
6 Suburban Avenue, Stamford, CT 06901
96
Wealthminder
score

Ehren Stanhope (CRD# 5747833) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 6 years of experience in the finance industry.

5
Lenny Castagna
CRD#: 5005945
6 Suburban Avenue, Stamford, CT 06901
93
Wealthminder
score

Lenny Castagna (CRD# 5005945) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 10 years of experience in the finance industry.

6
Travis B. Fairchild
CRD#: 5958734
6 Suburban Avenue, Stamford, CT 06901
93
Wealthminder
score

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.

7
Erin M. Foley
CRD#: 2673962
6 Suburban Avenue, Stamford, CT 06901
93
Wealthminder
score

Erin Foley (CRD# 2673962) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 20 years of experience in the finance industry.

8
Christopher S. Loveless
CRD#: 2533067
6 Suburban Avenue, Stamford, CT 06901
93
Wealthminder
score

Christopher Loveless (CRD# 2533067) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 22 years of experience in the finance industry.

9
James P. O'shaughnessy
CRD#: 1890402
6 Suburban Avenue, Stamford, CT 06901
93
Wealthminder
score

James O'shaughnessy (CRD# 1890402) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 28 years of experience in the finance industry.

10
Ari M. Rosenbaum
CRD#: 2994350
6 Suburban Avenue, Stamford, CT 06901
93
Wealthminder
score

Ari Rosenbaum (CRD# 2994350) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 10 years of experience in the finance industry.

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