TrueAdvisor
TrueAdvisor
MF
MF

Michael David Foley

Wellesley Asset Management, INC.
19 Years of Experience
View SEC Summary
View SEC Summary
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

100 Market Street, Suite 203, Portsmouth, NH, 03801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is a Vice President at Wellesley Asset Management, Inc. since 2015. This activity is investment-related and takes nearly full-time.

Employment History
Current Registrations
Wellesley Asset Management, INC.
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Foreside Fund Services, LLCBroker
January 2018 - December 2021 · 3 yrs 11 mos
E*trade Securities LLCBroker
July 2011 - September 2015 · 4 yrs 2 mos
E*trade Capital Management, LLC
June 2011 - September 2015 · 4 yrs 3 mos
TD Ameritrade, INC.
November 2010 - November 2010 · 0 mos
Amerivest Investment Management, LLC
August 2007 - November 2010 · 3 yrs 3 mos
TD Ameritrade, INC.Broker
August 2007 - November 2010 · 3 yrs 3 mos
TD Ameritrade, INC.
August 2007 - October 2010 · 3 yrs 2 mos
Scottrade, INC.Broker
December 2006 - August 2007 · 8 mos
AXA Advisors, LLCBroker
May 2006 - November 2006 · 6 mos
Sun Life Financial Distributors, INC.Broker
November 2005 - March 2006 · 4 mos
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.