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RIA / WealthAdvisor25 years in industry

JULIE ANNE MARIE SAMANIEGO VILLENA

Advisor at O'SHAUGHNESSY ASSET MANAGEMENT, LLC

STAMFORD, CT

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Search this name across graphsid dfx:ria:5e2ff32f-ee87-a13a-82b1-cbf0d456bc15

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 5, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 6, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Nov 6, 2000
First registration: Dec 5, 2000
Dual registered: no
Other names: JULIE-ANNE SAMANIEGO VILLENA
IAPD individual key: 4217074

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Independent wealth	Jul 21, 2023	n/a	yes	STAMFORD, CT	Current employment
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Jan 23, 2019	Mar 22, 2022	no	SAN FRANCISCO, CA	Previous registration
ONE WEALTH ADVISORS, LLC	Independent wealth	Jul 26, 2017	Oct 4, 2018	no	SAN FRANCISCO, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 5, 2000	Jul 6, 2016	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STIFEL, NICOLAUS & COMPANY, INCORPORATED	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Mar 22, 2022	Jul 21, 2023	486	Firm change after gap	Ibd to RIA
ONE WEALTH ADVISORS, LLC	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Oct 4, 2018	Jan 23, 2019	111	Firm change	RIA to ibd
J.P. MORGAN SECURITIES LLC	ONE WEALTH ADVISORS, LLC	Jul 6, 2016	Jul 26, 2017	385	Firm change	Other

Relationships

Registered with (4)

→ O'SHAUGHNESSY ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 21, 2023 to presentfactForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Jan 23, 2019 to Mar 22, 2022factForm ADV
→ ONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 26, 2017 to Oct 4, 2018factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Dec 5, 2000 to Jul 6, 2016factForm ADV

Dated events

Occurred
Mar 22, 2022
Advisor changed firm
Julie Anne Marie Samaniego Villena left Stifel, Nicolaus & Company, Incorporated for O'Shaughnessy Asset Management, Llc (registered 2023-07-21)
Form ADVobserved 5 days ago