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Kristen Sue Clark

O'Shaughnessy Asset Management, LLC

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About Kristen Sue Clark

Kristen Clark is an investment advisor representative with O'Shaughnessy Asset Management, LLC. Kristen has been a registered investment advisor representative since 2022. Kristen previously worked for Eaton Vance Distributors, Inc. and Parametric Portfolio Associates. Kristen has a Series 66, Series 7TO and SIE license. Kristen holds a Chartered Financial Analyst (CFA) designation.

Firm Information

Kristen Clark is currently registered with O'Shaughnessy Asset Management, LLC. O'Shaughnessy Asset Management, LLC is an investment advisor based in STAMFORD, CT with approximately $12,599,503,777 in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also offer wrap fee programs and have experience managing assets for clients including high-net-worth individuals, corporations, charitable organizations, pension funds, and state or municipal government entities.
O'Shaughnessy Asset Management, LLC

100 FIRST STAMFORD PLACE

STAMFORD, CT 06902

$12.60B

Assets Under Management

1,070

Total Clients

38

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Assets under advisement (for uma)

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Kristen Clark’s Registration & Firm History

CT

04/05/2022 - Present

O'Shaughnessy Asset Management, LLC (STAMFORD CT)

MA

10/01/2020 - 03/08/2022

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/19/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristen Sue Clark.
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