Kaylee L. Wolcott
Professional summary
Kaylee L Wolcott, who also goes by Kaylee Lynn Wolcott, is a registered financial advisor currently at O'SHAUGHNESSY ASSET MANAGEMENT, LLC located in Stamford, Connecticut.
Kaylee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kaylee has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kaylee L Wolcott's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 29, 2025 - Present
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Office #1: 100 First Stamford Place, Stamford, CT 06902June 23, 2022 - June 20, 2025
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
(9/29/2025)
Exams
Series 7TO
Date: 6/23/2022
General Securities Representative ExaminationCurrent 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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