TL
TL

Thomas Francis Lahaise

26 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
16 advisors
Number of Clients
1,478 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

100 Market Street, Suite 203, Portsmouth, NH, 03801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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
Wellesley Asset Management, INC.
February 2020 - Present · 6 yrs
Previous Registrations
Foreside Fund Services, LLCBroker
August 2020 - December 2021 · 1 yr 4 mos
Wellesley Investment Partners, LLC
February 2016 - January 2020 · 3 yrs 11 mos
Radius Wealth Management LLC
October 2013 - February 2016 · 2 yrs 4 mos
Renaissance Investment Group, LLC
February 2013 - August 2013 · 6 mos
Newbury Street Capital Limited PartnershipBroker
May 2003 - July 2011 · 8 yrs 2 mos
Newbury Street Capital Limited PartnershipBroker
September 1997 - July 2001 · 3 yrs 10 mos
Newbury Street Capital Limited PartnershipBroker
April 1995 - June 1997 · 2 yrs 2 mos
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.