Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abbey? Claim Your ProfileAbbey Elizabeth Duncan is an Investment Adviser Representative associated with O'Shaughnessy Asset Management, LLC. Abbey is registered with the state of Connecticut. She is a Series 65 licensed advisor and holds no other active licenses. She has worked for O'Shaughnessy Asset Management, LLC since October 2022. Prior to that, she was employed by Goodworld in Washington DC, FS Vector in Washington DC, the University of Pennsylvania in Philadelphia and Gainesville Middle School and Patriot High School in Gainesville.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Assets under advisement (for uma)
1
2
CT
12/23/2022 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
IA
Issued 12/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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