O'shaughnessy Asset Management, LLC

O'shaughnessy Asset Management, LLC (CRD# 144594) is a financial advisory firm headquartered in Stamford, CT. They manage $6,885,813,750 in 2,639 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,886
    MILLION
  • Total Number of Accounts
    2,639
    ACCOUNTS
  • Average Account Value
    $2,609,251
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, WY

Financial Advisors at O'shaughnessy Asset Management, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Paul J. Ackerley
CRD#: 4188944
6 Suburban Avenue, Stamford, CT 06901

Paul Ackerley (CRD# 4188944) 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.

2
Scott M. Bartone
CRD#: 5123973
6 Suburban Avenue, Stamford, CT 06901

Scott Bartone (CRD# 5123973) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 15 years of experience in the finance industry.

3
Lenny Castagna
CRD#: 5005945
6 Suburban Avenue, Stamford, CT 06901

Lenny Castagna (CRD# 5005945) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 16 years of experience in the finance industry.

4
Erin M. Foley
CRD#: 2673962
6 Suburban Avenue, Stamford, CT 06901

Erin Foley (CRD# 2673962) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 26 years of experience in the finance industry.

5
Matthew J. Greene
CRD#: 5690283
6 Suburban Avenue, Stamford, CT 06901

Matthew Greene (CRD# 5690283) 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.

6
Christopher S. Loveless
CRD#: 2533067
6 Suburban Avenue, Stamford, CT 06901

Christopher Loveless (CRD# 2533067) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 27 years of experience in the finance industry.

7
Patrick J. McStay
CRD#: 4945253
6 Suburban Avenue, Stamford, CT 06901

Patrick McStay (CRD# 4945253) 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.

8
Christopher I. Meredith
CRD#: 4989470
6 Suburban Avenue, Stamford, CT 06901

Christopher Meredith (CRD# 4989470) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 13 years of experience in the finance industry.

9
Daniel H. Nitiutomo
CRD#: 5851841
6 Suburban Avenue, Stamford, CT 06901

Daniel Nitiutomo (CRD# 5851841) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.

10
James P. O'shaughnessy
CRD#: 1890402
6 Suburban Avenue, Stamford, CT 06901

James O'shaughnessy (CRD# 1890402) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 33 years of experience in the finance industry.

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