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Beau Matthew Robinette

Investment Adviser Representative at O'shaughnessy Asset Management, LLC

Stamford, CTCRD #7934047Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Beau Matthew Robinette is an investment adviser representative with O'shaughnessy Asset Management, LLC in Stamford, CT, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Connecticut.

Office

100 First Stamford Place
Stamford, CT 06902

Advisors at this office: 58

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/7/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

O'shaughnessy Asset Management, LLCCurrent
10/7/2024 – Stamford, CT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. O'shaughnessy Asset Management, LLC
    Jun 2024 – no end date reportedStamford, CT
  2. O'shaughnessy Asset Management, LLC
    Jun 2022 – Jun 2024Stamford, CT
  3. University of Texas-Dallas
    Sep 2022 – May 2024Richardson, TX
  4. University of Texas-Dallas
    Sep 2019 – May 2023Richardson, TX
  5. Capital Senior High School
    Sep 2015 – Jun 2019Boise, ID

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About O'shaughnessy Asset Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
58
Offices listed on AdvisorFinder:
1
Main office:
Stamford, CT
SEC file number:
801-68177

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of December 16, 2025

View full firm profile

Other advisors at O'shaughnessy Asset Management, LLC

Showing 12 of 58 in the directory

View O'shaughnessy Asset Management, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Beau Matthew Robinette has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Beau Matthew Robinette (O'shaughnessy Asset Management)