Roger
Paradiso
O'Shaughnessy Asset Management, LLC
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About this Advisor
Roger Paradiso is a financial advisor based in Stamford, Connecticut, working with O'Shaughnessy Asset Management, LLC. Roger has previously held positions at Morgan Stanley, Franklin Distributors LLC, Legg Mason & Co LLC, Financial Guard, LLC, O'Shaughnessy Asset Management, LLC, Legg Mason & Co., LLC, Fiduciary Trust Company International, Franklin Managed Options Strategies LLC, and Clearbridge Investments. Roger has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Roger 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
Roger Paradiso Work History
Franklin Managed Options Strategies LLC
O'Shaughnessy Asset Management, LLC
Fiduciary Trust Company International
Legg Mason & Co., LLC
Franklin Distributors LLC
Financial Guard, LLC
Legg Mason & Co LLC
Clearbridge Investments
Morgan Stanley
Disclosures
Please visit the SEC profile of Roger Paradiso 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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