Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Anthony Marzo is a registered Investment Advisor Representative with Wellesley Asset Management, Inc. Stephen is based in Portsmouth, NH and is registered with the state of Massachusetts. Stephen is a Series 65 licensed representative with over 5 years of experience in the industry. Stephen's current firm, Wellesley Asset Management, Inc. has approximately $2.1 billion in assets under management. Wellesley Asset Management, Inc. provides portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NH
12/12/2016 - Present
Wellesley Asset Management, Inc. (PORTSMOUTH NH)
IA
Issued 10/31/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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