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Dennis Matthew Scarpa

Wellesley Asset Management, Inc.

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About Dennis Matthew Scarpa

Dennis Scarpa is an investment advisor representative with Wellesley Asset Management, Inc. Dennis has been in the industry since August 2014. Dennis has a Series 65 license and is registered in Massachusetts. Dennis holds a Chartered Financial Analyst designation. Dennis specializes in portfolio management for individuals, investment companies, pooled investment vehicles, and businesses.

Firm Information

Dennis Scarpa is currently registered with Wellesley Asset Management, Inc.. Wellesley Asset Management, Inc. is an investment advisor based in Portsmouth, NH. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They have over $2.1 billion in regulatory assets under management and have a strong track record of working with high-net-worth individuals, insurance companies, investment companies, and charitable organizations. The firm also offers a wrap fee program.
Wellesley Asset Management, Inc.

100 MARKET STREET

PORTSMOUTH, NH 03801

$2.10B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Dennis Scarpa’s Registration & Firm History

NH

10/31/2019 - Present

Wellesley Asset Management, Inc. (PORTSMOUTH NH)

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Licenses & Designations

IA

Issued 08/31/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Matthew Scarpa.
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