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Patrick J McStay

O'Shaughnessy Asset Management, LLC

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About Patrick J McStay

Patrick McStay is a registered investment advisor representative with O'Shaughnessy Asset Management, LLC, based in Stamford, Connecticut. Patrick has been in the industry since 2013, and has held previous roles at Morgan Stanley and Quasar Distributors, LLC. Patrick specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Patrick McStay 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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Patrick McStay’s Registration & Firm History

CT

03/30/2015 - Present

O'Shaughnessy Asset Management, LLC (STAMFORD CT)

ME

04/06/2015 - 05/01/2017

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

NY

05/06/2013 - 03/31/2015

MORGAN STANLEY (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 06/07/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick J McStay.
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