Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 First Stamford Place, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2008-07-25 |
Branch Locations
100 First Stamford Place, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'SHaughnessy Asset Management, Llc | Stamford | CT | 07/2007 | Present |
| Positive Sum Advisors Llc | Greenwich | CT | 07/2020 | Present |
REGISTRANT IS THE AUTHOR OF THE BOOK: MILLENNIAL MONEY: HOW YOUNG INVESTORS CAN BUILD A FORTUNE. REGISTRANT IS A BLOGGER AT INVESTORSFIELDGUIDE.COM AND PODCASTER/HOST OF INVEST LIKE THE BEST & FOUNDER'SFIELD GUIDE PODCASTS THROUGH THE SINGLE MEMBER LLC - FRONTIER LABORATORIES, L.L.C. & SUBISIDARY COLOSSUS INC. AND MANAGER/CEO OF POSITIVE SUM ADVISORS LLC AS WELL AS OTHER VARIOUS PASSIVE INVESTMENTS VEHICLES. Registrant in his individual capacity, is a member of the board of directors of Prefect Technologies Inc., and the advisory board of Bottomless Inc. (meets no less than once annually), of which the position is voluntary, without compensation, and not involved in the day-to-day management or business of the company. The Advisory Board does not possess any legal or contractual authority to make any decisions or set policy on behalf of the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-24 |
Reach out to this advisor