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Executive Member, Management Board, CCO and Ccro · Scott Capital Partners

Anna F. O'Shaughnessy

CRD 6824263 · Named on Form ADV at one SEC-registered adviser

At a glance

Scott Capital Partners, an SEC-registered wealth manager based in London, United Kingdom with $971 million in regulatory assets, lists Anna F. O'Shaughnessy on its Form ADV as Executive Member, Management Board, CCO and Ccro, a control person.

Firms and roles

  • Scott Capital PartnersExecutive Member, Management Board, CCO and CcroWealth manager · London, United Kingdom · $971M in regulatory assets

AtlasMembers

Anna’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Jeanette M. TozerExecutive Member, Management Board and Head of Investment Management, Scott Capital Partners
  • David M. ScottExecutive Member, Management Board, Managing Partner and CEO, Scott Capital Partners
  • Meenakashi LakshmananExecutive Member, Management Board and Chief Investment Officer, Scott Capital Partners
  • James E. GibbsExecutive Member, Management Board and COO, Scott Capital Partners
  • Britta PfisterExecutive Member, Management Board and Head of Family Governance, Scott Capital Partners

1 more person named with Anna on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.