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Julie Anne Marie Samaniego Villena

O'SHaughnessy Asset Management, LLC

Stamford, CT

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Current Employers
O'SHaughnessy Asset Management, Llc

100 First Stamford Place, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-07-21
  • CT RA
    APPROVED
    Since 2023-07-21

Branch Locations

100 First Stamford Place, Stamford, CT 06902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
One Wealth Advisors, Llc San Francisco CA 07/2017 09/2018
Summit Trail Advisors, Llc San Francisco CA 01/2017 07/2017
Unemployed San Francisco CA 07/2016 11/2016
Heath Ceramics San Francisco CA 11/2016 03/2020
Stifel Nicolaus & Co, Inc. San Francisco CA 01/2019 03/2022
O'SHaughnessy Asset Management, Llc Stamford CT 07/2023 Present
Unemployed San Francisco CA 04/2022 06/2023
  • 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
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-02-15
S66 Uniform Combined State Law Examination 2000-11-06
  • 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

View on SEC IAPD

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COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
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DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
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