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Ronald John Schuler

O'Shaughnessy Asset Management, LLC

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About Ronald John Schuler

Ronald John Schuler is a registered investment advisor representative with O'Shaughnessy Asset Management, LLC. Ronald has been with O'Shaughnessy Asset Management, LLC since October 2007. Ronald has over 20 years of experience in the financial services industry. Prior to joining O'Shaughnessy Asset Management, LLC, Ronald was employed by Quasar Distributors, LLC, Bear, Stearns & Co. Inc., UBS Global Asset Management (US) Inc. and Lazard Freres & Co. LLC. Ronald holds Series 7, 63, and 66 licenses. Ronald specializes in providing investment advisory services to high-net-worth individuals, corporations, and other businesses.

Firm Information

Ronald Schuler 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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Ronald Schuler’s Registration & Firm History

CT

05/23/2008 - Present

O'Shaughnessy Asset Management, LLC (STAMFORD CT)

ME

03/15/2011 - 07/08/2013

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

NY

07/07/2005 - 10/05/2007

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

12/14/2001 - 08/11/2004

UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)

NY

06/28/2000 - 12/04/2001

LAZARD FRERES & CO. LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/21/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald John Schuler.
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