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Director of Private Wealth Solutions/principal · O'shaughnessy Asset Management, LLC

Ari M. Rosenbaum

CRD 2994350 · Named on Form ADV at one SEC-registered adviser

At a glance

O'shaughnessy Asset Management, LLC, an SEC-registered wealth manager based in Stamford, CT with $19.8 billion in regulatory assets, lists Ari M. Rosenbaum on its Form ADV as Director of Private Wealth Solutions/principal, a control person.

Firms and roles

AtlasMembers

Ari’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 (12)

7 more people named with Ari on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

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