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Paul David Chamberlain

Wellesley Asset Management, Inc.

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About Paul David Chamberlain

Paul David Chamberlain is a financial advisor with over 20 years of experience in the industry. Paul is currently a Vice President at Wellesley Asset Management, Inc. where they provide portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Paul is also a registered investment advisor with the state of Iowa and New Hampshire. Before joining Wellesley Asset Management, Inc., Paul was a financial advisor at Principal Funds Distributor, Inc. and Princor Financial Services Corporation. Paul is licensed to sell securities in 37 states.

Firm Information

Paul Chamberlain 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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Paul Chamberlain’s Registration & Firm History

IA

01/23/2025 - Present

Wellesley Asset Management, Inc. (Pleasant Hill IA)

IA

01/15/2016 - 01/26/2017

PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)

IA

12/05/1997 - 04/08/2016

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 12/17/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paul David Chamberlain. Review regulatory record here.
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