Laura A. Foster
Professional summary
Laura Ann Foster, who also goes by Laura Ann Folkestad, is a registered financial advisor currently at O'SHAUGHNESSY ASSET MANAGEMENT, LLC located in Stamford, Connecticut.
Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Laura has worked at 2 firms and has passed the Series 63, Series 3, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Laura Ann Foster's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 14, 2022 - Present
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Office #1: 100 First Stamford Place, Stamford, CT 06902February 17, 2014 - December 22, 2021
EATON VANCE DISTRIBUTORS, INC.
Primary Firm SEC Registration
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CRD#: 144594 / SEC#: 801-68177
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/14/2022)
Exams
Current Firm
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CRD#: 144594 / SEC#: 801-68177
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,791 |
| AUM (Assets Under Management) | $ 12,599,503,777 |
Red Flags
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