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James William Buckham

Wellesley Asset Management, Inc.

Portsmouth, NH

CRD 5670052

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Employer firm

Wellesley Asset Management, Inc. CRD 116176

$1.99B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Wellesley Asset Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-01-28
  • NH RA
    APPROVED
    Since 2025-01-28

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, Inc. Wellesley MA 02/2011 Present
  • 02/2011 → Present
    Wellesley Investment Advisors, Inc.
    Wellesley, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-07-13
  • S63 Uniform Securities Agent State Law Examination
    2009-07-13
Designations
  • Chartered Financial Analyst
Other Names
  • James Buckham

View on SEC IAPD

Nearby Firms

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NVEST FINANCIAL, LLC
DAVID WENDELL ASSOCIATES, INC.

Nearby Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA

Nearby Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH

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