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Christian Nmn Coratti

Investment adviser representative at O'shaughnessy Asset Management, LLC
13 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

13 years in the industry.

  1. O'shaughnessy Asset Management, LLCMay 2023 to now
  2. ViseNov 2021 to Apr 2023
  3. Bessemer Trust CompanyJun 2018 to Oct 2021
  4. University of FloridaJun 2017 to Jun 2018
  5. Unemployed (applying for Masters Graduate Programs)Jan 2017 to May 2017
  6. Penn State UniversityAug 2013 to Dec 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

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
7737301
Firm CRD
144594
Advisor's SEC record (opens in a new tab)
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