Unclaimed Profile

Greg Miller

WELLESLEY ASSET MANAGEMENT, INC.·PORTSMOUTH, New Hampshire

Clean record32 years registeredWELLESLEY ASSET MANAGEMENT, INC.

100 MARKET STREET, PORTSMOUTH, NH 03801CRD# 4552351Firm CRD# 116176

Profile Verification

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

Identity

Greg Miller · PORTSMOUTH, NH

Registration

CRD #4552351 · WELLESLEY ASSET MANAGEMENT, INC. · 32 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.

Apr 1994 – Jan 2025

PORTSMOUTH, NH

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

Speak with Greg

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Greg is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTSMOUTH?

Browse all registered financial advisors in PORTSMOUTH, New Hampshire or claim this profile if it's yours.

Browse PORTSMOUTH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Greg Miller offer?

Greg Miller specializes in Investment Management, Retirement Planning, Wealth Management.

What are Greg Miller's credentials?

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

Where is Greg Miller located?

Greg Miller is based in PORTSMOUTH, New Hampshire, last registered with WELLESLEY ASSET MANAGEMENT, INC..

How does Greg Miller charge for services?

Greg Miller'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →