Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Sgammato is an Investment Advisor Representative at O'Shaughnessy Asset Management, LLC. Emily has been in the industry since June 2014. Emily holds the Series 65 license and is registered in Connecticut. Emily has experience working with a wide range of clients, including individuals, corporations, charitable organizations, pension plans, investment companies, and sovereign wealth funds. O'Shaughnessy Asset Management, LLC is an investment advisory firm that provides portfolio management services to a variety of clients. The firm manages over $12 billion in assets.
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
03/01/2024 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
IA
Issued 03/01/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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