linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott Michael Bartone

O'Shaughnessy Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott Michael Bartone

Scott Bartone is a registered investment advisor representative with O'Shaughnessy Asset Management, LLC. Scott has been with the firm since June 2008. Scott has been a registered investment advisor since June 2, 2008. Prior to joining O'Shaughnessy Asset Management, LLC, Scott worked at BEAR, STEARNS & CO. INC. Scott holds a Series 7 and Series 66 license and is also a Chartered Financial Analyst. Scott has a specialization in investment companies, pooled investment vehicles, corporations or other businesses, and state or municipal government entities.

Firm Information

Scott Bartone 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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Assets under advisement (for uma)

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Bartone’s Registration & Firm History

CT

06/02/2008 - Present

O'Shaughnessy Asset Management, LLC (STAMFORD CT)

NY

10/19/2006 - 05/30/2008

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

Not sure if Scott Michael Bartone is right for you?

Licenses & Designations

BOTH

Issued 02/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Michael Bartone.
Not sure if Scott Michael Bartone is right for you?