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Nicholas Anthony Felici

Wellesley Asset Management, Inc.

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About Nicholas Anthony Felici

Nicholas Felici is an investment advisor representative associated with Wellesley Asset Management, Inc.. Nicholas Felici is registered with the state of Massachusetts and has been in the industry since June 2011. Nicholas Felici has passed the Uniform Investment Adviser Law Examination (Series 65).

Firm Information

Nicholas Felici 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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Nicholas Felici’s Registration & Firm History

NH

12/12/2016 - Present

Wellesley Asset Management, Inc. (PORTSMOUTH NH)

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Licenses & Designations

IA

Issued 11/19/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Anthony Felici.
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