Julie Anne Marie Samaniego Villena

Employer firm

O'sHaughnessy Asset Management, LLC CRD 144594

$19.8B regulatory AUM 1,369 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 09/2018
  One Wealth Advisors, Llc
  San Francisco, CA
• 01/2017 → 07/2017
  Summit Trail Advisors, Llc
  San Francisco, CA
• 07/2016 → 11/2016
  Unemployed
  San Francisco, CA
• 11/2016 → 03/2020
  Heath Ceramics
  San Francisco, CA
• 01/2019 → 03/2022
  Stifel Nicolaus & Co, Inc.
  San Francisco, CA
• 07/2023 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 04/2022 → 06/2023
  Unemployed
  San Francisco, CA

Previous Registrations

• 2019-01-23 → 2022-03-22
  Stifel, Nicolaus & Company, Incorporated
  San Francisco, CA
• 2017-07-26 → 2018-10-04
  One Wealth Advisors, Llc
  San Francisco, CA
• 2000-12-05 → 2016-07-06
  J.P. Morgan Securities Llc
  San Francisco, CA
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-02-15
• S66 Uniform Combined State Law Examination
  2000-11-06

Other Names

• Julie-Anne Samaniego Villena