Wellesley Asset Management, Inc.

Wellesley Asset Management, Inc. (CRD# 116176) is a financial advisory firm headquartered in Wellesley, MA. They manage $3,118,885,132 in 1,836 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,119
    MILLION
  • Total Number of Accounts
    1,836
    ACCOUNTS
  • Average Account Value
    $1,698,739
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wellesley Asset Management, Inc.
Showing 1 - 10 of 20 top financial advisors.
1
James W. Buckham
CRD#: 5670052
20 William Street, Suite 310, Wellesley, MA 02481

James Buckham (CRD# 5670052) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 13 years of experience in the finance industry.

2
Joseph M. Buscaino
CRD#: 2831483
20 William Street, Suite 310, Wellesley, MA 02481

Joseph Buscaino (CRD# 2831483) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 25 years of experience in the finance industry.

3
Louis J. Catone
CRD#: 5804080
20 William Street, Suite 310, Wellesley, MA 02481

Louis Catone (CRD# 5804080) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 10 years of experience in the finance industry.

4
Paul D. Chamberlain
CRD#: 2705074
Pleasant Hill, IA

Paul Chamberlain (CRD# 2705074) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Pleasant Hill, IA and has over 22 years of experience in the finance industry.

5
Nicholas A. Felici
CRD#: 5821570
20 William Street, Suite 310, Wellesley, MA 02481

Nicholas Felici (CRD# 5821570) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 5 years of experience in the finance industry.

6
Michael D. Foley
CRD#: 5042262
20 William Street, Suite 310, Wellesley, MA 02481

Michael Foley (CRD# 5042262) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 16 years of experience in the finance industry.

7
Thomas F. Lahaise
CRD#: 2579925
20 William Street, Suite 310, Wellesley, MA 02481

Thomas Lahaise (CRD# 2579925) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 22 years of experience in the finance industry.

8
Stephen A. Marzo
CRD#: 6360570
20 William Street, Suite 310, Wellesley, MA 02481

Stephen Marzo (CRD# 6360570) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 5 years of experience in the finance industry.

9
Greg Miller
CRD#: 4552351
20 William Street, Suite 310, Wellesley, MA 02481

Greg Miller (CRD# 4552351) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has 1 year of experience in the finance industry.

10
Michael D. Miller
CRD#: 5058472
20 William Street, Suite 310, Wellesley, MA 02481

Michael Miller (CRD# 5058472) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 16 years of experience in the finance industry.

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