Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Coratti is an Investment Advisor Representative at O'Shaughnessy Asset Management, LLC. Christian has been in the financial industry since 2013 and has a strong background in portfolio management. Christian has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Christian is passionate about helping clients achieve their financial goals. Christian holds a Series 65 license and has been registered with the state of Connecticut since 2023. Christian is committed to providing clients with personalized financial advice and guidance.
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
08/23/2023 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
IA
Issued 08/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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