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Anthony Jordan Garbarino

O'SHaughnessy Asset Management, LLC

Stamford, CT

CRD 7175862

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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 2025-09-23
  • CT RA
    APPROVED
    Since 2025-09-23

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
Ameriprise Financial Services Inc. Vancouver WA 09/2019 10/2020
Fisher Investments Tampa FL 10/2020 06/2025
Grapes N' Hops, Llc Vancouver WA 07/2017 10/2020
Columbia River Financial Group, Llc Vancouver WA 06/2019 08/2019
Kroger Vancouver WA 03/2019 06/2019
Unemployed Vancouver WA 10/2010 07/2017
O'SHaughnessy Asset Management, Llc Stamford CT 09/2025 Present
  • 09/2019 → 10/2020
    Ameriprise Financial Services Inc.
    Vancouver, WA
  • 10/2020 → 06/2025
    Fisher Investments
    Tampa, FL
  • 07/2017 → 10/2020
    Grapes N' Hops, Llc
    Vancouver, WA
  • 06/2019 → 08/2019
    Columbia River Financial Group, Llc
    Vancouver, WA
  • 03/2019 → 06/2019
    Kroger
    Vancouver, WA
  • 10/2010 → 07/2017
    Unemployed
    Vancouver, WA
  • 09/2025 → Present
    O'SHaughnessy Asset Management, Llc
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-17
  • S65 Uniform Investment Adviser Law Examination
    2020-11-17

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

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