Unclaimed Profile

Charles Savage Willauer

WELLESLEY INVESTMENT PARTNERS, LLC·WELLESLEY, Massachusetts

Series 7, Series 65Clean record21 years registeredWELLESLEY INVESTMENT PARTNERS, LLC

75 CENTRAL STREET, WELLESLEY, MA 02482CRD# 4431267Firm CRD# 144984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Savage Willauer · WELLESLEY, MA

Registration

CRD #4431267 · WELLESLEY INVESTMENT PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

BRADLEY FOSTER & SARGENT INC

Oct 2025 – present

RINET COMPANY, LLC

Nov 2020 – Dec 2021

BOSTON, MA

WELLESLEY INVESTMENT PARTNERS, LLC

Sep 2016 – Apr 2020

WELLESLEY, MA

WINDHAVEN INVESTMENT MANAGEMENT, INC.

Nov 2010 – Jul 2014

BOSTON, MA

WINDWARD INVESTMENT MANAGEMENT INC

Aug 2004 – Nov 2010

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · August 17, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELLESLEY INVESTMENT PARTNERS, LLC

CRD 144984 · SEC 801-68361

AUM

$420M

Regulatory assets under management

Employees

617 client accounts

Services offered by WELLESLEY INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WELLESLEY INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Savage Willauer offer?

Charles Savage Willauer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are Charles Savage Willauer's credentials?

Charles Savage Willauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Savage Willauer located?

Charles Savage Willauer is based in WELLESLEY, Massachusetts, working with WELLESLEY INVESTMENT PARTNERS, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.

How does Charles Savage Willauer charge for services?

Charles Savage Willauer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELLESLEY INVESTMENT PARTNERS, LLC?

WELLESLEY INVESTMENT PARTNERS, LLC has approximately 9 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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