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Andrew Eastman Iles

Investment adviser representative at O'shaughnessy Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$19.8BFirm assets
19 yearsFirm in business

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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.

  1. O'shaughnessy Asset Management, LLCJun 2019 to now
  2. O'shaughnessy Asset Managment, LLCDec 2018 to now
  3. UnemployedJun 2018 to Nov 2018
  4. Fife FlyersAug 2017 to May 2018
  5. Echl/ahlAug 2014 to Jul 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

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
7053907
Firm CRD
144594
Advisor's SEC record (opens in a new tab)
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