Erin Marie Foley
Investment adviser representative at O'shaughnessy Asset Management, LLC
19 yearsExperience
1 stateRegistered in
$19.8BFirm assets
19 yearsFirm in business
Are you Erin Marie Foley? 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 assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- O'shaughnessy Asset Management, LLCSep 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CT).
O'shaughnessy Asset Management, LLC
$19.8BAssets managed
11,156Clients
58Advisers
19 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
- 2673962
- Firm CRD
- 144594