Unclaimed Profile

Michael Y Fung

WELLESLEY INVESTMENT PARTNERS, LLC·WELLESLEY, Massachusetts

Clean record9 years registeredWELLESLEY INVESTMENT PARTNERS, LLC

75 CENTRAL STREET, WELLESLEY, MA 02482CRD# 6472806Firm CRD# 144984

Profile Verification

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

Identity

Michael Y Fung · WELLESLEY, MA

Registration

CRD #6472806 · WELLESLEY INVESTMENT PARTNERS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WELLESLEY INVESTMENT PARTNERS, LLC

WELLESLEY INVESTMENT PARTNERS, LLC

Mar 2019 – Oct 2020

WELLESLEY, MA

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Nov 2016 – Jul 2019

PORTSMOUTH, NH

Registrations & Exams

Registration record

First registered · November 16, 2016

Years registered · 9

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 Michael Y Fung offer?

Michael Y Fung specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Y Fung's credentials?

Michael Y Fung is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Y Fung located?

Michael Y Fung is based in WELLESLEY, Massachusetts, last registered with WELLESLEY INVESTMENT PARTNERS, LLC.

How does Michael Y Fung charge for services?

Michael Y Fung'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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