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 17 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 22 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 19 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 18 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 7 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 22 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 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.