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Financial ADVSR advisor directory · SEC adviser records

Wellesley Asset Management, Inc. financial advisors in New Hampshire

Every SEC-registered investment adviser representative at a Wellesley Asset Management, Inc. office in New Hampshire, by city and A to Z.

The short answer

12 registered advisors work at Wellesley Asset Management, Inc. in New Hampshire, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Portsmouth (13). 0 list the CFP designation and 6 are also registered broker representatives.

Wellesley Asset Management, Inc. advisors by city in New Hampshire

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Portsmouth 13

Wellesley Asset Management, Inc. advisors in New Hampshire, A to Z

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Questions

How many Wellesley Asset Management, Inc. financial advisors are in New Hampshire?

12 investment adviser representatives are registered at Wellesley Asset Management, Inc. offices in New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Where in New Hampshire does Wellesley Asset Management, Inc. have the most advisors?

Portsmouth, with 13. Wellesley Asset Management, Inc. has advisors in 1 city in New Hampshire.

How do I check a Wellesley Asset Management, Inc. advisor in New Hampshire?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wellesley Asset Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.