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Michael David Miller

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 2025-02-03
  • NH RA
    APPROVED
    Since 2025-02-03

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
Wellesley Investment Advisors Wellesley MA 05/2008 Present
  • 05/2008 → Present
    Wellesley Investment Advisors
    Wellesley, MA
Previous Registrations
  • 2007-05-03 → 2008-05-05
    Convergent Wealth Advisors, Llc
    Rockville, MD
  • 2006-06-26 → 2007-05-03
    Lydian Wealth Management Company, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-24
  • S65 Uniform Investment Adviser Law Examination
    2006-06-24

View on SEC IAPD

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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

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