Unclaimed Profile

William Joseph Cadigan

WELLESLEY INVESTMENT PARTNERS, LLC·WELLESLEY, Massachusetts

Series 3, Series 7, Series 8, Series 24, Series 63Clean record21 years registeredWELLESLEY INVESTMENT PARTNERS, LLC

47 CHURCH STREET, WELLESLEY, MA 02482CRD# 843515Firm CRD# 144984

Profile Verification

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

Identity

William Joseph Cadigan · WELLESLEY, MA

Registration

CRD #843515 · WELLESLEY INVESTMENT PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WELLESLEY INVESTMENT PARTNERS, LLC

WELLESLEY WEALTH ADVISORS LLC

Oct 2014 – Dec 2016

WELLESLEY, MA

WELLESLEY INVESTMENT PARTNERS, LLC

Feb 2012 – Oct 2014

WELLESLEY, MA

CADIGAN CAPITAL MANAGEMENT LLC

Apr 2005 – Dec 2005

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 24

Series 63

Registration record

First registered · April 5, 2005

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 William Joseph Cadigan offer?

William Joseph Cadigan specializes in Financial Planning, Investment Management, Wealth Management.

What are William Joseph Cadigan's credentials?

William Joseph Cadigan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Joseph Cadigan located?

William Joseph Cadigan is based in WELLESLEY, Massachusetts, last registered with WELLESLEY INVESTMENT PARTNERS, LLC.

How does William Joseph Cadigan charge for services?

William Joseph Cadigan'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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