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Kristopher Ryan Smith

O'Shaughnessy Asset Management, LLC

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About Kristopher Ryan Smith

Kristopher Ryan Smith is a financial advisor with over 20 years of experience in the industry. He is a Chartered Financial Analyst and holds Series 6, 7, and 63 licenses. Currently, Kristopher is an Investment Advisor Representative with O'Shaughnessy Asset Management, LLC in Stamford, Connecticut. Previously, he worked for Franklin Templeton, Legg Mason, and Wells Fargo Asset Management in Charlotte, North Carolina. Kristopher specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Kristopher Smith 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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Kristopher Smith’s Registration & Firm History

CT

07/14/2022 - Present

O'Shaughnessy Asset Management, LLC (STAMFORD CT)

NC

03/26/2001 - 12/31/2009

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 05/03/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/23/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristopher Ryan Smith.
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