Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Market Street Suite 203, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-02-05 |
| MA | RA | APPROVED | 2015-10-05 |
Branch Locations
100 Market Street Suite 203, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellesley Investment Advisors | Hopkinton | MA | 09/2015 | Present |
| Foreside Fund Services, Llc | Wellesley | MA | 01/2018 | 12/2021 |
| Foreside Fund Services, Llc | Hopkinton | MA | 07/2026 | Present |
1). Wellesley Asset Management, Inc.; Investment related; Hopkinton, NH; Registered Investment Advisor; SVP; Relationship management of existing clients and bringing on new clients; Start: 9/8/2015; 160 Hours Per Month and 0 During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-23 |
| S66 | Uniform Combined State Law Examination | 2006-07-10 |
Reach out to this advisor