Mary Erwin
Investment adviser representative at O'shaughnessy Asset Management, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$19.8BFirm assets
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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
12 years in the industry.
- O'shaughnessy Asset Management, LLCSep 2025 to now
- Russell InvestmentsNov 2022 to now
- Raymond James & Associates, Inc.Oct 2019 to Nov 2022
- UnemployedJun 2019 to Oct 2019
- Capfinancial Securities, LLCMar 2019 to Jun 2019
- CaptrustMar 2019 to Jun 2019
- BlackrockAug 2018 to Mar 2019
- Blackrock Investments, LLCAug 2018 to Mar 2019
- UnemployedApr 2018 to Aug 2018
- Bank of America Merrill LynchJun 2014 to Apr 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 4800999
- Firm CRD
- 144594