Anthony Vollmer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 10/2022
  Franklin Distributors Llc
  Colorado Springs, CO
• 02/2007 → 07/2021
  Legg Mason & Co Llc.
  Naperville, IL
• 10/2022 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 04/2026 → Present
  Franklin Distributors, Llc
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-10-27
• S63 Uniform Securities Agent State Law Examination
  2007-05-24

Other Names

• Anthony N Vollmer