Wellesley Asset Management, Inc.

Wellesley Asset Management, Inc. (CRD# 116176) is a financial advisory firm headquartered in Portsmouth, NH. They manage $2,394,519,530 in 1,814 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,395
    MILLION
  • Total Number of Accounts
    1,814
    ACCOUNTS
  • Average Account Value
    $1,320,022
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
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 18 top financial advisors.
1
James W. Buckham
CRD#: 5670052
100 Market Street, Suite 203, Portsmouth, NH 03801

James Buckham (CRD# 5670052) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 14 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 27 years of experience in the finance industry.

3
Louis J. Catone
CRD#: 5804080
100 Market Street, Suite 203, Portsmouth, NH 03801

Louis Catone (CRD# 5804080) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 12 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 23 years of experience in the finance industry.

5
Nicholas A. Felici
CRD#: 5821570
100 Market Street, Suite 203, Portsmouth, NH 03801

Nicholas Felici (CRD# 5821570) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 7 years of experience in the finance industry.

6
Michael D. Foley
CRD#: 5042262
100 Market Street, Suite 203, Portsmouth, NH 03801

Michael Foley (CRD# 5042262) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 17 years of experience in the finance industry.

7
Thomas F. Lahaise
CRD#: 2579925
100 Market Street, Suite 203, Portsmouth, NH 03801

Thomas Lahaise (CRD# 2579925) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 24 years of experience in the finance industry.

8
Stephen A. Marzo
CRD#: 6360570
100 Market Street, Suite 203, Portsmouth, NH 03801

Stephen Marzo (CRD# 6360570) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 7 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
100 Market Street, Suite 203, Portsmouth, NH 03801

Michael Miller (CRD# 5058472) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 17 years of experience in the finance industry.

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