Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Stratton Loveless is an investment advisor representative with O'Shaughnessy Asset Management, LLC. Christopher Loveless has been in the securities industry since October 1994. Christopher Loveless is currently registered with the state of Connecticut as an Investment Adviser Representative. Christopher Loveless is also a member of the Texas Tech University Investment Advisory Committee. Christopher Loveless's previous employers include Quasar Distributors, LLC, Bear, Stearns & Co. Inc., First Fund Distributors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher Loveless specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.
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
11/23/2007 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
ME
10/14/2010 - 05/01/2017
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
10/26/2001 - 07/11/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
AZ
06/05/1997 - 12/31/2000
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NY
10/11/1994 - 03/17/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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