Michael FoleyCRD Number: 5042262
Current Firm: Wellesley Asset Management, Inc.
Michael Foley (CRD# 5042262) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 15 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Foreside Fund Services, LLC||Wellesley, MA||Jan 2018 - Current||3|
|Wellesley Investment Advisors||Wellesley, MA||Sep 2015 - Current||6|
|E*trade Capital Management LLC||Boston, MA||Jun 2011 - Sep 2015||4|
|E*trade Securities LLC||Boston, MA||Jun 2011 - Sep 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2006|
|S63||Uniform Securities State Law Examination||Jan 2018|
Total Assets Under Management2,786MILLIONS
Total Number of Accounts1,657ACCOUNTS
Average Account Value$1,681,520
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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