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Richard S Bastien

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 2024-08-19
  • CT RA
    APPROVED
    Since 2024-08-19

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
O'SHaughnessy Asset Management, Llc Stamford CT 04/2024 Present
Franklin Templeton-Fiduciary Trust New York NY 06/2022 08/2022
St Johns University New York NY 09/2018 05/2022
St Johns University New York NY 09/2022 05/2023
Freeport High School Freeport NY 09/2014 06/2018
Unemployed New York NY 06/2023 03/2024
  • 04/2024 → Present
    O'SHaughnessy Asset Management, Llc
    Stamford, CT
  • 06/2022 → 08/2022
    Franklin Templeton-Fiduciary Trust
    New York, NY
  • 09/2018 → 05/2022
    St Johns University
    New York, NY
  • 09/2022 → 05/2023
    St Johns University
    New York, NY
  • 09/2014 → 06/2018
    Freeport High School
    Freeport, NY
  • 06/2023 → 03/2024
    Unemployed
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-18
  • S65 Uniform Investment Adviser Law Examination
    2024-08-18

View on SEC IAPD

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COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
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DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
INTEGRA GLOBAL ADVISORS LLC · Stamford, CT
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