Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Farrell is a financial advisor with O'Shaughnessy Asset Management, LLC. Thomas has been in the industry for 6 years and has a Series 65 license. Thomas is registered with the state of Connecticut and specializes in working with investment companies, corporations and other businesses, high-net-worth individuals, charitable organizations, state or municipal government entities, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Assets under advisement (for uma)
1
2
CT
06/23/2020 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
IA
Issued 06/23/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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