Unclaimed Profile

Darlene Marie Murphy

WELLESLEY ASSET MANAGEMENT, INC.·PORTSMOUTH, New Hampshire

Clean record32 years registeredWELLESLEY ASSET MANAGEMENT, INC.

100 MARKET STREET, PORTSMOUTH, NH 03801CRD# 4552364Firm CRD# 116176

Profile Verification

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

Identity

Darlene Marie Murphy · PORTSMOUTH, NH

Registration

CRD #4552364 · WELLESLEY ASSET MANAGEMENT, INC. · 32 years registered

Brand Profile

Not yet started

Career History

ADVISORY SERVICES NETWORK

Mar 2025 – present

SUDBURY WEALTH MANAGEMENT, INC

Jul 2009 – Dec 2010

SUDBURY, MA

WELLESLEY ASSET MANAGEMENT, INC.

Apr 1994 – Aug 2024

WELLESLEY, MA

Registrations & Exams

Registration record

First registered · April 14, 1994

Years registered · 32

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 Darlene Marie Murphy offer?

Darlene Marie Murphy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Darlene Marie Murphy's credentials?

Darlene Marie Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Darlene Marie Murphy located?

Darlene Marie Murphy is based in PORTSMOUTH, New Hampshire, working with WELLESLEY ASSET MANAGEMENT, INC.. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.

How does Darlene Marie Murphy charge for services?

Darlene Marie Murphy'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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