Robert Francis Cannon

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

• 04/2019 → 04/2023
  Unibank
  Whitinsville, MA
• 06/2023 → 08/2025
  Fidelity Investments
  Smithfield, RI
• 08/2019 → 05/2023
  Providence College
  Providence, RI
• 01/2026 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 08/2025 → 12/2025
  Franklin Managed Options Strategies
  Stamford, CT
• 08/2015 → 06/2019
  Northbridge High School
  Northbridge, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-04-20
• S63 Uniform Securities Agent State Law Examination
  2023-09-22