Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Bhaskar is an investment advisor representative at O'Shaughnessy Asset Management, LLC in Stamford, Connecticut. Nicholas has been in the industry since 2012 and has worked for a variety of financial institutions, including Capital One, Penn State University, and PricewaterhouseCoopers. Nicholas holds the Series 65 license and has experience in portfolio management for individuals, businesses, and investment companies. Nicholas specializes in providing advisory services to high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and state and municipal government entities.
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
12/05/2022 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
IA
Issued 12/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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