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Stephen Domenic Martino

WELLESLEY ASSET MANAGEMENT, INC.·PORTSMOUTH, New Hampshire
SIE, Series 7, Series 24, Series 27Clean recordWELLESLEY ASSET MANAGEMENT, INC.
100 MARKET STREET, PORTSMOUTH, NH 03801CRD# 4153527Firm CRD# 116176

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Domenic Martino · PORTSMOUTH, NH
Registration
CRD #4153527 · WELLESLEY ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
WELLESLEY ASSET MANAGEMENT, INC.
CRD 116176 · SEC 801-61288
AUM
$2.1B
Regulatory assets under management
Employees
30
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. →
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Frequently Asked Questions

What services does Stephen Domenic Martino offer?
Stephen Domenic Martino specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Stephen Domenic Martino's credentials?
Stephen Domenic Martino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Domenic Martino located?
Stephen Domenic Martino 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 Stephen Domenic Martino charge for services?
Stephen Domenic Martino'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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Other Advisors at WELLESLEY ASSET MANAGEMENT, INC.

Michael David Miller
PORTSMOUTH, NH
Paul Burke Samuels
WELLESLEY, MA
Darlene Marie Murphy
PORTSMOUTH, NH
Greg Miller
PORTSMOUTH, NH

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Research
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