Daniel
Nitiutomo

O'Shaughnessy Asset Management, LLC

CRD#5851841
Investment Advisor
in Stamford, CT

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About this Advisor

Daniel Nitiutomo is a chartered financial analyst working in Stamford, Connecticut, with 6 years of relevant experience. Nitiutomo is an advisor for O'Shaughnessy Asset Management, LLC. During their career, the advisor has held roles at O'Shaughnessy Asset Management, LLC and Deutsche Bank. Nitiutomo is registered to work in Connecticut. O'Shaughnessy Asset Management, LLC is a registered investment firm based out of Stamford, CT. It manages $6 billion in total assets across its 3,430 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 49 charities and foundations. Of its 3,430 accounts, 86% belong to high-net-worth investors who have more than $1 million in assets. O'Shaughnessy Asset Management, LLC provides a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which service is provided. Fee types billed by O'Shaughnessy Asset Management, LLC likely are comprised of some combination of asset-based, performance-based and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

6 Suburban Avenue
Stamford, CT 06901-2012

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O'Shaughnessy Asset Management, LLC Brokerage Details

Total Assets Under Management

$6,304,455,763

CT Average: $5,297,377,271
Total Number of Employees

60

CT Average: 35
Total Number of Accounts

3,430

CT Average: 690
Average Account Size

$1,838,034

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Daniel Nitiutomo Work History

Daniel has been registered as a financial advisor for 6 years.*

2015 - Present (9 years)

O'Shaughnessy Asset Management, LLC

2013 - 2015 (2 years)

Deutsche Bank

2012 - 2013 (1 year)

Deutsche Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Nitiutomo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at O'Shaughnessy Asset Management, LLC

Patrick Mcstay
Stamford, CT
Abbey Duncan
Stamford, CT
Euan Mackay
Stamford, CT
Nicholas Bhaskar
Stamford, CT
Laura Foster
Stamford, CT
Daniel Nitiutomo
Stamford, CT
Claire Noel
Stamford, CT
Paul Ackerley
Stamford, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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