O'shaughnessy Asset Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 144594
- SEC number
- 801-68177
- Firm type
- RIA
- Assets under management
- $19.8B as of Dec 16, 2025
- Website
- canvas.osam.com ↗
- Phone
- 203-975-3333
- Address
- 100 First Stamford Place, Stamford, CT, 06902
Advisors at this firm
52 in our index · page 1 of 2
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Paul Jon AckerleyCRD 4188944 · Stamford, CTIA Registered
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Scott Michael BartoneCRD 5123973 · Stamford, CTIA Registered
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Christian Frederick BoinskeCRD 6574640 · Stamford, CTIA RegisteredBroker
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Nicholas Vashishta BhaskarCRD 7613862 · Stamford, CTIA Registered
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Thomas Patrick CanalsCRD 6376907 · Stamford, CTIA RegisteredBroker
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Robert Francis CannonCRD 7766062 · Stamford, CTIA RegisteredRegistration inactive
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Lenny CastagnaCRD 5005945 · Stamford, CTIA Registered
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Christian Nmn CorattiCRD 7737301 · Stamford, CTIA Registered
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William Alfred CarinciCRD 4471282 · Stamford, CTIA RegisteredRegistration inactive
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Kristen Sue ClarkCRD 6793548 · Stamford, CTIA RegisteredRegistration inactive
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Andrew John DillonCRD 6110486 · Stamford, CTIA RegisteredRegistration inactive
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Abbey Elizabeth DuncanCRD 7656744 · Stamford, CTIA Registered
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Mary ErwinCRD 4800999 · Stamford, CTIA RegisteredRegistration inactive
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Erin Marie FoleyCRD 2673962 · Stamford, CTIA Registered
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Laura Ann FosterCRD 6265028 · Stamford, CTIA RegisteredRegistration inactive
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Anthony Jordan GarbarinoCRD 7175862 · Stamford, CTIA Registered
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Joseph Southern GirouxCRD 2595468 · Stamford, CTIA Registered
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Jeffrey Austin GebauerCRD 7691920 · Stamford, CTIA Registered
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Mark Joseph HebekaCRD 3075219 · Stamford, CTIA RegisteredBroker
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Peter Donald HayesCRD 5909909 · Stamford, CTIA Registered
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Kevin Daniel JacobsCRD 6283005 · Stamford, CTIA RegisteredBroker
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Xiangyu Nmn LaiCRD 5977796 · Stamford, CTIA Registered
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Kelly Rooney LavinCRD 7412439 · Stamford, CTIA Registered
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Christopher Stratton LovelessCRD 2533067 · Stamford, CTIA RegisteredRegistration inactive
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Michael James LutherCRD 7864668 · Stamford, CTIA Registered
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Luca Vincent MassucciCRD 8166595 · Stamford, CTIA Registered
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Rohan MathewCRD 7445455 · Stamford, CTIA Registered
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Patrick J McstayCRD 4945253 · Stamford, CTIA RegisteredRegistration inactive
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Euan MackayCRD 7438010 · Stamford, CTIA Registered
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Mohammed Azizur MiahCRD 6806045 · Stamford, CTIA RegisteredRegistration inactive
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Jacob Edward MoseleyCRD 4521229 · Stamford, CTIA RegisteredRegistration inactive
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Daniel H NitiutomoCRD 5851841 · Stamford, CTIA Registered
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Claire Mcconnell NoelCRD 7390994 · Stamford, CTIA Registered
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Patrick Walker O'shaughnessyCRD 5457732 · Stamford, CTIA Registered
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Andrea Marie OloughlinCRD 6970890 · Stamford, CTIA RegisteredRegistration inactive
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Maksim Vladislavovich PapenkovCRD 7262568 · Stamford, CTIA Registered
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Roger Nmn ParadisoCRD 1988315 · Stamford, CTIA RegisteredBroker
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Jai Aditya PadalkarCRD 8031017 · Stamford, CTIA Registered
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Ari Mark RosenbaumCRD 2994350 · Stamford, CTIA RegisteredRegistration inactive
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Katherine Morgan RileyCRD 7606044 · Stamford, CTIA Registered
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Ronald John SchulerCRD 4039312 · Stamford, CTIA Registered
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Emily Claire SgammatoCRD 6264705 · Stamford, CTIA Registered
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John Edward ShetterlyCRD 2458807 · Stamford, CTIA RegisteredBroker
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Kristopher Ryan SmithCRD 4347963 · Stamford, CTIA Registered
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Claudine Antoinette SpenceCRD 3105453 · Stamford, CTIA RegisteredRegistration inactive
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Ehren Jonathan StanhopeCRD 5747833 · Stamford, CTIA RegisteredRegistration inactive
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Christopher Thomas TakacsCRD 7991422 · Stamford, CTIA Registered
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Julie Anne Marie Samaniego VillenaCRD 4217074 · Stamford, CTIA RegisteredRegistration inactive
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Anthony VollmerCRD 5170805 · Stamford, CTIA RegisteredBroker
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Kaylee L WolcottCRD 6981333 · Stamford, CTIA RegisteredBroker
1–50 of 52Next →
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 144594 ↗
FINRA BrokerCheck record for firm CRD 144594 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.