O'shaughnessy Asset Management, LLC

O'shaughnessy Asset Management, LLC (CRD# 144594) is a financial advisory firm headquartered in Stamford, CT. They manage $7,983,580,249 in 4,197 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
6 Suburban Avenue, Stamford, CT 06901
https://www.facebook.com/osamresearch
By the Numbers
  • Total Assets Under Management
    7,984
    MILLION
  • Total Number of Accounts
    4,197
    ACCOUNTS
  • Average Account Value
    $1,902,211
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
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 31 - 34 of 34 top financial advisors.
31
Emily Sgammato, financial advisor Stamford CT
Emily C. Sgammato
CRD#: 6264705
6 Suburban Avenue, Stamford, CT 06901

Emily Sgammato (CRD# 6264705) 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.

32
Kristopher Smith, financial advisor Stamford CT
Kristopher R. Smith
CRD#: 4347963
6 Suburban Avenue, Stamford, CT 06901

Kristopher Smith (CRD# 4347963) 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.

33
Anthony Vollmer, financial advisor Stamford CT
Anthony N. Vollmer
CRD#: 5170805
6 Suburban Avenue, Stamford, CT 06901

Anthony Vollmer (CRD# 5170805) 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.

34
Haoqi Zhang, financial advisor Stamford CT
Haoqi N. Zhang
CRD#: 7624675
6 Suburban Avenue, Stamford, CT 06901

Haoqi Zhang (CRD# 7624675) 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.

PREV ... 1 2 3 4

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals