Kelly Rooney Lavin
Investment adviser representative at O'shaughnessy Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$19.8BFirm assets
19 yearsFirm in business
Are you Kelly Rooney Lavin? 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
13 years in the industry.
- O'shaughnessy Asset Management, LLCJun 2025 to now
- Goldman Sachs AycoMay 2022 to Jun 2025
- Advantage Xpo On Site At Goldman Sachs AycoJul 2021 to May 2022
- EpicuredJun 2019 to Aug 2019
- Siena CollegeAug 2017 to May 2021
- North Shore High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7412439
- Firm CRD
- 144594