Wellesley Investment Partners, LLC

Wellesley Investment Partners, LLC (CRD# 144984) is a financial advisory firm headquartered in Wellesley, MA. They manage $234,867,281 in 268 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $876,370
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

MA, NH, TX

Financial Advisors at Wellesley Investment Partners, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Alex T. Chen
CRD#: 2731629
75 Central Street, Wellesley, MA 02482
96
Wealthminder
score

Alex Chen (CRD# 2731629) is an Investment Advisor Representative working at Wellesley Investment Partners, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.

2
Richard A. Sipley
CRD#: 2626222
75 Central Street, Wellesley, MA 02482
96
Wealthminder
score

Richard Sipley (CRD# 2626222) is an Investment Advisor Representative working at Wellesley Investment Partners, LLC in Wellesley, MA and has over 21 years of experience in the finance industry. Richard Sipley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Louis P. Crosier
CRD#: 3107747
75 Central Street, Wellesley, MA 02482
93
Wealthminder
score

Louis Crosier (CRD# 3107747) is an Investment Advisor Representative working at Wellesley Investment Partners, LLC in Wellesley, MA and has over 18 years of experience in the finance industry.

4
Trevor S. Gailun
CRD#: 3265997
75 Central Street, Wellesley, MA 02482
93
Wealthminder
score

Trevor Gailun (CRD# 3265997) is an Investment Advisor Representative working at Wellesley Investment Partners, LLC in Wellesley, MA and has over 17 years of experience in the finance industry.

5
Jeremy S. Glenn
CRD#: 5746310
75 Central Street, Wellesley, MA 02482
93
Wealthminder
score

Jeremy Glenn (CRD# 5746310) is an Investment Advisor Representative working at Wellesley Investment Partners, LLC in Wellesley, MA and has over 6 years of experience in the finance industry.

6
Thomas F. Lahaise
CRD#: 2579925
75 Central Street, Wellesley, MA 02482
93
Wealthminder
score

Thomas Lahaise (CRD# 2579925) is an Investment Advisor Representative working at Wellesley Investment Partners, LLC in Wellesley, MA and has over 21 years of experience in the finance industry.

7
Marybeth Mahoney
CRD#: 6039278
75 Central Street, Wellesley, MA 02482
90
Wealthminder
score

Marybeth Mahoney (CRD# 6039278) is an Investment Advisor Representative working at Wellesley Investment Partners, LLC in Wellesley, MA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.