Unclaimed Profile

Susan Black

WELLESLEY INVESTMENT PARTNERS, LLC·WELLESLEY, Massachusetts

SIE, Series 7, Series 66Clean record11 years registeredWELLESLEY INVESTMENT PARTNERS, LLC

75 CENTRAL STREET, WELLESLEY, MA 02482CRD# 4968998Firm CRD# 144984

Profile Verification

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

Identity

Susan Black · WELLESLEY, MA

Registration

CRD #4968998 · WELLESLEY INVESTMENT PARTNERS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Dec 2024 – present

BOSTON FINANCIAL MANAGEMENT LLC

May 2022 – Feb 2025

BOSTON, MA

WELLESLEY INVESTMENT PARTNERS, LLC

Mar 2019 – Oct 2020

WELLESLEY, MA

BOSTON PRIVATE WEALTH

Jul 2015 – Nov 2018

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 16, 2015

Years registered · 11

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 Susan Black offer?

Susan Black specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are Susan Black's credentials?

Susan Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Black located?

Susan Black 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 Susan Black charge for services?

Susan Black'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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