Unclaimed Profile

Paul Burke Samuels

WELLESLEY ASSET MANAGEMENT, INC.·WELLESLEY, Massachusetts

Series 65Clean record22 years registeredWELLESLEY ASSET MANAGEMENT, INC.

20 WILLIAM STREET, WELLESLEY, MA 02481CRD# 4552377Firm CRD# 116176

Profile Verification

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

Identity

Paul Burke Samuels · WELLESLEY, MA

Registration

CRD #4552377 · WELLESLEY ASSET MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WELLESLEY ASSET MANAGEMENT, INC.

WELLESLEY ASSET MANAGEMENT, INC.

Nov 2003 – Dec 2019

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 12, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELLESLEY ASSET MANAGEMENT, INC.

CRD 116176 · SEC 801-61288

AUM

$2.1B

Regulatory assets under management

Employees

2,188 client accounts

Services offered by WELLESLEY ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at WELLESLEY ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Burke Samuels offer?

Paul Burke Samuels specializes in Investment Management, Retirement Planning, Wealth Management.

What are Paul Burke Samuels's credentials?

Paul Burke Samuels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Burke Samuels located?

Paul Burke Samuels is based in WELLESLEY, Massachusetts, last registered with WELLESLEY ASSET MANAGEMENT, INC..

How does Paul Burke Samuels charge for services?

Paul Burke Samuels's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELLESLEY ASSET MANAGEMENT, INC.?

WELLESLEY ASSET MANAGEMENT, INC. has approximately 30 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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