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Paul Jon Ackerley

O'Shaughnessy Asset Management, LLC

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About Paul Jon Ackerley

Paul Ackerley is an investment advisor representative who is currently registered with O'Shaughnessy Asset Management, LLC in Stamford, CT. Paul has been in the industry since 2006 and has a Series 7 and Series 66 license. Paul has previously worked at RBC Professional Trader Group LLC in New York, NY.

Firm Information

Paul Ackerley 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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Paul Ackerley’s Registration & Firm History

CT

04/22/2016 - Present

O'Shaughnessy Asset Management, LLC (STAMFORD CT)

NY

04/12/2006 - 09/19/2008

RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/21/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Jon Ackerley.
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