Thomas Lahaise

from Wellesley Asset Management, Inc.
SEC regulated
Regulated Investment Advisor
Thomas Lahaise is a financial advisor based in Massachusetts, Wellesley, with 25 years of experience. Thomas currently works for Wellesley Asset Management, Inc.. Thomas maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Thomas Lahaise works at Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. is a financial advisory firm based in Wellesley, Massachusetts. It currently has approximately $2,392,071,459 of assets under management and employs about 34 people. Wellesley Asset Management, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Uniform Securities Agent State Law Examination (S63)
Years registered
5 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
100 Market Street, Suite 203, Wellesley, Massachusetts, 3801

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