RIA Intelligence

WELLESLEY ADVISORS, LLC

CRD #136938 SEC #801-64980 MAYNARD, MA 978-823-8200
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
0
Accounts
0

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 14, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BROSIO, SERGIOIEXECUTIVE DIRECTORNA Control
BROSIO, SERGIOIEXECUTIVE DIRECTORNA Control
BUONATO, ROBERTIMANAGING DIRECTORNA Control
BUONATO, ROBERTIMANAGING DIRECTORNA Control
SILVA, MAURICIOICHIEF COMPLIANCE OFFICERNA Control
SILVA, MAURICIOICHIEF COMPLIANCE OFFICERNA Control
WELLESLEY ADVISORS CORP.DEMEMBER/MANAGERNA Control
WELLESLEY ADVISORS CORP.DEMEMBER/MANAGERNA Control
ZACCAGNINO, THOMASIMANAGING DIRECTORNA Control
ZACCAGNINO, THOMASIMANAGING DIRECTORNA Control
BCH INVESTMENT, LLCDEMEMBERE Control
BCH INVESTMENT, LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BCH INVESTMENT CORP.DEBCH INVESTMENT, LLCF Control
BCH INVESTMENT CORP.DEBHC INVESTMENT, LLCF Control
AZALEA LPDEBCH INVESTMENT, LLCE Control
AZALEA LPDEBCH INVESTMENT, LLCE Control
BPR GROUP TRUSTDEWELLESLEY ADVISORS CORPE Control
BPR GROUP TRUSTDEWELLESLEY ADVISORS CORPE Control
BUONATO, BARBARAIAZALEA LPE Control
BUONATO, BARBARAIAZALEA LPE Control
BUONATO, ROBERT, L.IBCH INVESTMENT CORP.E Control
BUONATO, ROBERT, L.IBPR GROUP TRUSTE Control
BUONATO, ROBERT, L.IBCH INVESTMENT CORP.E Control
BUONATO, ROBERT, L.IBPR GROUP TRUSTE Control

Registrations

Federal

IA
Nov 14, 2005 REGISTERED

Notice Filings (1)

MA

Address

12 CLOCK TOWER PLACE
SUITE 200
MAYNARD, MA 1754
USA
Phone: 978-823-8200