linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Michael Buscaino

Wellesley Asset Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Michael Buscaino

Joseph Buscaino is an investment advisor representative at Wellesley Asset Management, Inc., a firm headquartered in Portsmouth, New Hampshire. Joseph has been with the firm since January 2002. He is registered with the state of Massachusetts and New Hampshire. Joseph has passed the Series 7 and Series 65 exams. Joseph specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Joseph Buscaino 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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Buscaino’s Registration & Firm History

MA

02/10/2020 - Present

Wellesley Asset Management, Inc. (WELLESLEY MA)

Not sure if Joseph Michael Buscaino is right for you?

Licenses & Designations

IA

Issued 11/21/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Michael Buscaino.
Not sure if Joseph Michael Buscaino is right for you?