Paul David Chamberlain

Wellesley Asset Management, INC.

27 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment ManagementHigh Net Worth

Wellesley Asset Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

16 advisors

Number of Clients

1,478 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

Pleasant Hill, IA

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History

Regulatory History (1)

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Customer Dispute

February 2012

Withdrawn

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Other Business Activities

Paul works as a Vice President at Wellesley Asset Management, Inc. since 2017. This investment-related activity takes nearly full-time hours.

Employment History

Current Registrations

Wellesley Asset Management, INC.

December 2017 - Present · 8 yrs 2 mos

Foreside Fund Services, LLC

October 2017 - Present · 8 yrs 4 mos

Foreside Fund Services, LLCBroker

October 2017 - Present · 8 yrs 4 mos

Previous Registrations

Principal Funds Distributor, INC.Broker

January 2016 - January 2017 · 1 yr

Principal Global Investors

April 2009 - January 2017 · 7 yrs 9 mos

Princor Financial Services Corporation

January 2005 - April 2009 · 4 yrs 3 mos

Princor Financial Services CorporationBroker

December 1997 - April 2016 · 18 yrs 4 mos

State Registrations50 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.