Lucas Campbell Seely

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

• 06/2013 → 09/2016
  Deutsche Bank Securities Inc
  Greenwich, CT
• 09/2016 → 08/2017
  Raymond James & Associates, Inc.
  Greenwich, CT
• 03/2018 → 05/2021
  Bank Of America, N.A./Merrill Lynch, Pierce, Fenner & Smith Inc.
  Stamford, CT
• 09/2017 → 10/2017
  Stash Wealth
  Greenwich, CT
• 11/2017 → 02/2018
  Unemployed
  Greenwich, CT
• 05/2021 → 05/2022
  Goldman Sachs/United Capital Financial Advisers, Llc
  Newport Beach, CA
• 07/2026 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 04/2022 → 06/2026
  Brightside
  New Canaan, CT

Previous Registrations

• 2021-07-13 → 2022-05-19
  United Capital Financial Advisors
  Westport, CT
• 2018-05-10 → 2021-05-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
  Greenwich, CT
  Greenwich, CT
• 2016-09-06 → 2017-08-28
  Raymond James & Associates, Inc.
  Greenwich, CT
• 2013-06-14 → 2016-09-06
  Deutsche Bank Securities Inc.
  Greenwich, CT
• 2012-05-03 → 2013-01-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2012-05-02

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Lucas Seely
• Luke Seely
• Lucas Campbell Seely
• Lucas C Seely