Michael Miller, financial advisor Wellesley MA

Michael Miller

CRD Number: 5058472
Current Firm: Wellesley Asset Management, Inc.

Michael Miller (CRD# 5058472) 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.

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Company Name Location Dates Years
Wellesley Investment Advisors Wellesley, MA May 2008 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Michael D. Miller
Phone Number: 781-416-4000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,786
    MILLIONS
  • Total Number of Accounts
    1,657
    ACCOUNTS
  • Average Account Value
    $1,681,520
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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