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Richard S Bastien

O'Shaughnessy Asset Management, LLC

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About Richard S Bastien

Richard Bastien is an investment advisor representative associated with O'Shaughnessy Asset Management, LLC. Richard Bastien is currently registered in Connecticut. Richard has been in the financial industry since 2014 and has a Series 65 license. Richard has been employed by O'Shaughnessy Asset Management, LLC since April 2024. Prior to that, Richard was employed by Franklin Templeton-Fiduciary Trust.

Firm Information

Richard Bastien 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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Richard Bastien’s Registration & Firm History

CT

08/19/2024 - Present

O'Shaughnessy Asset Management, LLC (STAMFORD CT)

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Licenses & Designations

IA

Issued 08/18/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard S Bastien.
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