Wellesley Asset Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

116176

SEC number

801-61288

Firm type

RIA

Assets under management

$2.0B as of Mar 30, 2026

Website

www.wellesleyassetmanagement.com ↗

Phone

781-416-4000

Address

100 Market Street, Portsmouth, NH, 03801

Advisors at this firm

16 in our index · page 1 of 1

• James William BuckhamCRD 5670052 · Portsmouth, NH
  IA Registered
• Joseph Michael BuscainoCRD 2831483 · Wellesley, MA
  IA Registered
• Rebecca BahlertCRD 8293663 · Portsmouth, NH
  IA Registered
• Christopher John CarrelhaCRD 5037911 · Cumming, GA
  IA RegisteredBroker
• Paul David ChamberlainCRD 2705074 · Portsmouth, NH
  IA RegisteredBroker
  Disclosure event(s) on record
• Nicholas Anthony FeliciCRD 5821570 · Portsmouth, NH
  IA Registered
• Michael David FoleyCRD 5042262 · Portsmouth, NH
  IA RegisteredRegistration inactive
• Thomas Francis LahaiseCRD 2579925 · Portsmouth, NH
  IA RegisteredBroker
• Stephen Anthony MarzoCRD 6360570 · Portsmouth, NH
  IA Registered
• James Carl MiklasCRD 1378418 · Longboat Key, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael David MillerCRD 5058472 · Portsmouth, NH
  IA Registered
• David Jacques MoretCRD 1221301 · Sarasota, FL
  IA RegisteredBroker
• Gabriel Joseph OsorioCRD 4813907 · Portsmouth, NH
  IA RegisteredBroker
• Gerald R RussoCRD 2853844 · Portsmouth, NH
  IA RegisteredBroker
• Collin Michael SchrierCRD 6240004 · Portsmouth, NH
  IA RegisteredBroker
• James Alexander WiegelCRD 2678889 · Portsmouth, NH
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.