Thomas Lahaise is a registered investment advisor, based in Portsmouth, NH, with 27 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold.
Location
100 Market Street, Suite 203, Portsmouth, NH, 03801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a Senior Vice President at Wellesley Asset Management, providing financial advisory services and working with clients on portfolio management and wealth management issues. This activity takes nearly full-time hours.
Employment History
Current Registrations
Foreside Fund Services, LLCBroker
Wellesley Asset Management, INC.
Previous Registrations
Foreside Fund Services, LLCBroker
Wellesley Investment Partners, LLC
Radius Wealth Management LLC
Renaissance Investment Group, LLC
Newbury Street Capital Limited PartnershipBroker
Newbury Street Capital Limited PartnershipBroker
Newbury Street Capital Limited PartnershipBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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