David John Shaughnessy
Investment adviser representative at Corient
19 yearsExperience
1 stateRegistered in
CFADesignation
$165.3BFirm assets
Are you David John Shaughnessy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
19 years in the industry.
- CorientJul 2026 to now
- Corient Services LLCJul 2026 to now
- H.M. Payson and CoMay 2019 to Jul 2026
- UnemployedJan 2019 to Apr 2019
- F.L. Putnam Investment Management Co.Oct 2007 to Dec 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (ME).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2390928
- Firm CRD
- 319448