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Rebecca Bahlert

Wellesley Asset Management, Inc.

Portsmouth, NH

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Current Employers
Wellesley Asset Management, Inc.

100 Market Street Suite 203, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-06-12
  • NH RA
    APPROVED
    Since 2026-06-12

Branch Locations

100 Market Street Suite 203, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Seacoast Gymnastics Center Rochester NH 10/2015 12/2016
Friendly Pets Lee NH 01/2017 06/2019
Nashua Silver Knights Nashua NH 06/2020 08/2020
Aroma Joe's Durham NH 06/2019 05/2022
Madison Resources Portsmouth NH 07/2022 02/2023
Cornerstone Financial Planning Portsmouth NH 05/2023 04/2025
Wellesley Asset Management Portsmouth NH 05/2025 Present
  • 10/2015 → 12/2016
    Seacoast Gymnastics Center
    Rochester, NH
  • 01/2017 → 06/2019
    Friendly Pets
    Lee, NH
  • 06/2020 → 08/2020
    Nashua Silver Knights
    Nashua, NH
  • 06/2019 → 05/2022
    Aroma Joe's
    Durham, NH
  • 07/2022 → 02/2023
    Madison Resources
    Portsmouth, NH
  • 05/2023 → 04/2025
    Cornerstone Financial Planning
    Portsmouth, NH
  • 05/2025 → Present
    Wellesley Asset Management
    Portsmouth, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-30
  • S65 Uniform Investment Adviser Law Examination
    2026-05-30

View on SEC IAPD

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KWM FINANCIAL LLC
GOLDEN FINANCIAL SERVICES
ESTATE PLANNERS OF NEW ENGLAND, LLC
PISCATAQUA RESEARCH INC.
PATRIOT ADVISORY GROUP

Other Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

More in Portsmouth, NH

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