Abbey Elizabeth Duncan
Investment adviser representative at O'shaughnessy Asset Management, LLC
14 yearsExperience
1 stateRegistered in
$19.8BFirm assets
19 yearsFirm in business
Are you Abbey Elizabeth Duncan? 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
14 years in the industry.
- O'shaughnessy Asset Management, LLCOct 2022 to now
- InterviewingJun 2022 to Sep 2022
- GoodworldJan 2022 to May 2022
- Fs VectorMay 2021 to Aug 2021
- University of PennsylvaniaAug 2018 to May 2022
- Gainesville Middle School and Patriot High SchoolAug 2012 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7656744
- Firm CRD
- 144594