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Financial ADVSR advisor directory · SEC adviser records

Wellesley Asset Management, Inc. financial advisors in Portsmouth, NH

Every SEC-registered investment adviser representative at a Wellesley Asset Management, Inc. office in Portsmouth, A to Z.

The short answer

12 registered advisors work at Wellesley Asset Management, Inc. in Portsmouth, out of 16 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Wellesley Asset Management, Inc. advisors in Portsmouth, A to Z

Every Wellesley Asset Management, Inc. advisor →

Wellesley Asset Management, Inc. advisors in every city and state →Wellesley Asset Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Wellesley Asset Management, Inc. advisors in other cities

Cumming, GA 1Longboat Key, FL 1Pleasant Hill, IA 1Wellesley, MA 1

Other firms in Portsmouth

All Portsmouth advisors →

Morgan Stanley 24LPL Financial LLC 22Ameriprise Financial Services, LLC 19Strategic Advisers LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Equitable Advisors, LLC 13Wells Fargo Clearing Services, LLC 13UBS Financial Services Inc. 12Steward Partners Investment Advisory, LLC 9F L Putnam Investment Management Co. 8RBC Capital Markets, LLC 7Arca Wealth, LLC 6

Questions

How many financial advisors does Wellesley Asset Management, Inc. have in Portsmouth?

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

Is Wellesley Asset Management, Inc. one of the largest advisor employers in Portsmouth?

Wellesley Asset Management, Inc. ranks number 7 in Portsmouth by registered advisors; Morgan Stanley has the most, with 24.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.