Best Investors Account Sign in
Inactive

Kelly Rooney Lavin

O'SHaughnessy Asset Management, LLC

Stamford, CT

CRD 7412439

Claim This Profile
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:

Current Employers
O'SHaughnessy Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-11-14
  • CT RA
    APPROVED
    Since 2025-11-14

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
O'SHaughnessy Asset Management, Llc Stamford CT 06/2025 Present
Goldman Sachs Ayco Cohoes NY 05/2022 06/2025
Advantage Xpo On Site At Goldman Sachs Ayco Cohoes NY 07/2021 05/2022
Siena College Loudonville NY 08/2017 05/2021
North Shore High School Glen Head NY 09/2013 06/2017
Epicured Sea Cliff NY 06/2019 08/2019
  • 06/2025 → Present
    O'SHaughnessy Asset Management, Llc
    Stamford, CT
  • 05/2022 → 06/2025
    Goldman Sachs Ayco
    Cohoes, NY
  • 07/2021 → 05/2022
    Advantage Xpo On Site At Goldman Sachs Ayco
    Cohoes, NY
  • 08/2017 → 05/2021
    Siena College
    Loudonville, NY
  • 09/2013 → 06/2017
    North Shore High School
    Glen Head, NY
  • 06/2019 → 08/2019
    Epicured
    Sea Cliff, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-14
  • S65 Uniform Investment Adviser Law Examination
    2025-11-14
Other Names
  • Kelly Lavin

View on SEC IAPD

Nearby Firms

COUNTERPOINTE INVESTMENT MANAGEMENT LLC
K2/D&S MANAGEMENT CO., L.L.C.
LONGRANGE CAPITAL, L.P.

Nearby Investors

CLAUDINE ANTOINETTE SPENCE
RONALD JOHN SCHULER
PAUL JON ACKERLEY

Nearby Offices

COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
LONGRANGE CAPITAL, L.P. · STAMFORD, CT

More in Stamford, CT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor