Financial ADVSR advisor directory · SEC adviser records
O'Shaughnessy Asset Management, LLC financial advisors in Stamford, CT
Every SEC-registered investment adviser representative at a O'Shaughnessy Asset Management, LLC office in Stamford, A to Z.
The short answer
54 registered advisors work at O'Shaughnessy Asset Management, LLC in Stamford, out of 54 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.
O'Shaughnessy Asset Management, LLC advisors in Stamford, A to Z
Every O'Shaughnessy Asset Management, LLC advisor →- Scott M. BartoneChartered Financial Analyst
- Richard S. BastienInvestment adviser rep
- Nicholas V. BhaskarInvestment adviser rep
- Thomas P. CanalsInvestment adviser rep
- Robert F. CannonInvestment adviser rep
- William A. CarinciInvestment adviser rep
- Lenny CastagnaInvestment adviser rep
- Kristen S. ClarkChartered Financial Analyst
- Christian N. CorattiInvestment adviser rep
- Andrew J. DillonAlso a broker rep
- Abbey E. DuncanInvestment adviser rep
- Mary ErwinChartered Financial Analyst
- Thomas J. FarrellInvestment adviser rep
- Erin M. FoleyInvestment adviser rep
- Laura A. FosterInvestment adviser rep
- Anthony J. GarbarinoInvestment adviser rep
- Jeffrey A. GebauerInvestment adviser rep
- Joseph S. GirouxInvestment adviser rep
- Peter D. HayesChartered Financial Consultant
- Mark J. HebekaInvestment adviser rep
- John A. HodgsonAlso a broker rep
- Andrew E. IlesInvestment adviser rep
- Kevin D. JacobsInvestment adviser rep
- Xiangyu N. LaiInvestment adviser rep
- Kelly R. LavinInvestment adviser rep
- Christopher S. LovelessInvestment adviser rep
- Michael J. LutherChartered Financial Analyst
- Euan MackayChartered Financial Analyst
- Luca V. MassucciInvestment adviser rep
- Rohan MathewInvestment adviser rep
- Patrick J. McStayInvestment adviser rep
- Mohammed A. MiahAlso a broker rep
- Jacob E. MoseleyInvestment adviser rep
- Daniel H. NitiutomoChartered Financial Analyst
- Claire M. NoelChartered Financial Analyst
- Patrick W. O'ShaughnessyInvestment adviser rep
- Andrea M. OloughlinInvestment adviser rep
- Jai A. PadalkarInvestment adviser rep
- Maksim V. PapenkovInvestment adviser rep
- Roger N. ParadisoAlso a broker rep
- Maxwell L. PohlmanInvestment adviser rep
- Katherine M. RileyInvestment adviser rep
- Beau M. RobinetteInvestment adviser rep
- Ari M. RosenbaumInvestment adviser rep
- Emily C. SgammatoInvestment adviser rep
- John E. ShetterlyAlso a broker rep
- Kristopher R. SmithChartered Financial Analyst
- Claudine A. SpenceInvestment adviser rep
- Ehren J. StanhopeChartered Financial Analyst
- Christopher T. TakacsInvestment adviser rep
- Anthony VollmerInvestment adviser rep
- Kaylee L. WolcottAlso a broker rep
- Jamie A. ZelemInvestment adviser rep
- Haoqi N. ZhangChartered Financial Analyst
O'Shaughnessy Asset Management, LLC advisors in every city and state →O'Shaughnessy Asset Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Stamford
All Stamford advisors →Steward Partners Investment Advisory, LLC 194Merrill Lynch, Pierce, Fenner & Smith Incorporated 111New Edge Wealth 87Morgan Stanley 59UBS Financial Services Inc. 45MML Investors Services, LLC 24Oppenheimer & Co. Inc. 24Equitable Advisors, LLC 21Strategic Advisers LLC 19Charles Schwab & Co., Inc. 18RBC Capital Markets, LLC 17Clear Harbor Asset Management, LLC 15
Questions
How many financial advisors does O'Shaughnessy Asset Management, LLC have in Stamford?
54 investment adviser representatives are registered at O'Shaughnessy Asset Management, LLC offices in Stamford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 54 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.
Is O'Shaughnessy Asset Management, LLC one of the largest advisor employers in Stamford?
O'Shaughnessy Asset Management, LLC ranks number 5 in Stamford by registered advisors; Steward Partners Investment Advisory, LLC has the most, with 194.
How do I check a O'Shaughnessy Asset Management, LLC advisor in Stamford?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the O'Shaughnessy Asset Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.