DFX Intelligence
Advisors
Advisors registered through O'Shaughnessy Asset Management, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
58 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Claudine Antoinette Spence | O'Shaughnessy Asset Management, LLC independent RIA | Stamford, Ct | Aug 1, 2008 | 19 y | 0 | 1 |
| Ehren Jonathan Stanhope Chartered Financial Analyst | O'Shaughnessy Asset Management, LLC independent RIA | Stamford, Ct | Apr 23, 2010 | 16 y | 0 | 1 |
| Christopher Thomas Takacs | O'Shaughnessy Asset Management, LLC independent RIA | Stamford, Ct | Jul 29, 2025 | 12 y | 0 | 1 |
| J•••• A••• M•••• S•••••••• V•••••• | O••••••••• A•••• M••••••••• L•• independent RIA | Stamford, Ct | Jul 21, 2023 | 25 y | 3 | 1 |
| A•••••• V•••••• | O••••••••• A•••• M••••••••• L•• independent RIA | Stamford, Ct | Oct 27, 2022 | 19 y | 0 | 1 |
| K••••• L• W•••••• dual registrant | O••••••••• A•••• M••••••••• L•• independent RIA | Stamford, Ct | Sep 29, 2025 | 13 y | 0 | 1 |
| J•••• A• Z•••• | O••••••••• A•••• M••••••••• L•• independent RIA | Stamford, Ct | Oct 4, 2023 | 19 y | 4 | 1 |
| H•••• N•• Z•••• Chartered Financial Analyst | O••••••••• A•••• M••••••••• L•• independent RIA | Stamford, Ct | Nov 5, 2022 | 12 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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