Christopher Loveless has been President/Principal of O'Shaughnessy Asset Management since July 2007, is a control person of the firm and directly owns under 5% of it.
O'Shaughnessy Asset Management, LLC is a Stamford, CT firm with $19.8B under management, 11,156 clients and 53 advisers in one office, as of its December 2025 filing.
Christopher Loveless’ longest registration is the current one, 18 years at O'Shaughnessy Asset Management since 2007. Before joining O'Shaughnessy Asset Management in 2007, Christopher Loveless was registered through Bear Stearns Asset Management Inc.
- – present · 18 yearsStamford, CT · Adviser representative · Firm CRD 144594
- Bear Stearns Asset Management Inc– · 6 yearsNew York, NY · Adviser representative · Firm CRD 113359
Investment adviser representative registrations
Christopher Loveless is registered as an investment adviser representative in Connecticut, since November 2007.
- ConnecticutSince 23 November 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 16 May 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 October 1994 |
| Series 7 | General Securities Representative Examination | 10 October 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Stratton Loveless
- CRD
- 2533067
- Firm
- O'Shaughnessy Asset Management · CRD 144594
- Role
- President/Principal
- Office
- 100 FIRST STAMFORD PLACE, Stamford, CT 06902
- Registration
- Investment adviser registration
- In the industry since
- October 1995
- Disciplinary history
- Not yet shown here · SEC record
Where does Christopher Loveless work?
Christopher Loveless has been President/Principal of O'Shaughnessy Asset Management, LLC since July 2007, and is a control person of the firm.
Is Christopher Loveless a financial advisor?
Yes. Christopher Loveless has a current investment-adviser registration in Connecticut, through O'Shaughnessy Asset Management since November 2007.
How many years of experience does Christopher Loveless have?
Christopher Loveless has 30 years in the financial industry, since October 1995, across 2 adviser firms.
What exams has Christopher Loveless passed?
Christopher Loveless has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1994. FINRA credited Christopher Loveless with the SIE, which began in October 2018.
Where is Christopher Loveless based?
Christopher Loveless’ registered office is in Stamford, CT.
Is Christopher Loveless registered with FINRA?
No. Christopher Loveless has no current broker registration.
How can I verify Christopher Loveless’ record?
Search CRD 2533067 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Loveless’ full registration record.
- Kristopher SmithChief Operating Officer/Principal
- Raymond Amoroso IIIChief Compliance Officer/Principal
- Scott BartoneChief Product Officer/Co-Head of Investment Management/Portfolio Manager/Principal
- Bradley BerggrenCo-CIO of Canvas Managed Options Strategies/Portfolio Manager/Principal
- Erin FoleyDirector of Trading/Principal
- Rajat GuptaChief Technology Officer/Principal
- Patrick O'ShaughnessyChairman Emeritus
- Jonathan OrseckCo-CIO of Canvas Managed Options Strategies/Portfolio Manager/Principal
- Roger ParadisoExecutive Chairman/Principal
- Ari RosenbaumDirector of Private Wealth Solutions/Principal
- Claudine SpenceDirector of Client Service/Principal
- Ehren StanhopeChief Investment Strategist/Co-Head of Investment Management/Portfolio Manager/Principal