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Kaylee L Wolcott

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 2025-09-29
  • CT RA
    APPROVED
    Since 2025-09-29

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
Eaton Vance Distributors, Inc New York NY 07/2018 06/2025
Amazon Seattle WA 01/2018 07/2018
Citizens Bank Arena Ontario CA 06/2017 12/2017
Northern Arizona University Flagstaff AZ 07/2013 06/2017
O'SHaughnessy Asset Management, Llc Stamford CT 06/2025 Present
Franklin Distributors, Llc New York NY 04/2026 Present
  • 07/2018 → 06/2025
    Eaton Vance Distributors, Inc
    New York, NY
  • 01/2018 → 07/2018
    Amazon
    Seattle, WA
  • 06/2017 → 12/2017
    Citizens Bank Arena
    Ontario, CA
  • 07/2013 → 06/2017
    Northern Arizona University
    Flagstaff, AZ
  • 06/2025 → Present
    O'SHaughnessy Asset Management, Llc
    Stamford, CT
  • 04/2026 → Present
    Franklin Distributors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
S63 Uniform Securities Agent State Law Examination 2022-08-08
  • S66 Uniform Combined State Law Examination
    2025-09-29
  • S63 Uniform Securities Agent State Law Examination
    2022-08-08
Other Names
  • Kaylee Lynn Wolcott
  • Kaylee L Wolcott

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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