Unclaimed
Christian Frederick Boinske is an investment advisor representative registered with O'Shaughnessy Asset Management, LLC. Christian has over 8 years of experience in the financial services industry. Christian previously worked for DFA Securities LLC in Austin, TX and holds the Series 7, SIE and Series 66 licenses. Christian specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Christian's firm, O'Shaughnessy Asset Management, LLC, is a registered investment advisor with offices in Stamford, CT. The firm manages over $12 billion in assets and provides portfolio management services to individuals, businesses, investment companies and pooled investment vehicles.
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
01/27/2023 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
TX
11/23/2015 - 05/12/2021
DFA SECURITIES LLC (AUSTIN TX)
BOTH
Issued 12/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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