Kristopher
Smith
O'Shaughnessy Asset Management, LLC
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About this Advisor
Kristopher Smith is a financial advisor based in Stamford, Connecticut, working with O'Shaughnessy Asset Management, LLC. Kristopher has previously held positions at Franklin Templeton, Legg Mason, Wells Fargo Asset Management, and O'Shaughnessy Asset Management, LLC. Kristopher has passed the Series 63 regulatory exam and is registered to provide services in Connecticut. Currently, Kristopher is part of O'Shaughnessy Asset Management, LLC, which operates out of Stamford, Connecticut. The firm has 69 employees and manages assets totaling $8.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at O'Shaughnessy Asset Management, LLC includes asset-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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O'Shaughnessy Asset Management, LLC Brokerage Details
$7,983,580,249
69
4,197
$1,902,211
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
Kristopher Smith Work History
O'Shaughnessy Asset Management, LLC
Franklin Templeton
Legg Mason
Wells Fargo Asset Management
Disclosures
Please visit the SEC profile of Kristopher Smith 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
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
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