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Joseph Michael Buscaino

Investment adviser representative at Wellesley Asset Management, Inc.
24 yearsExperience
2 statesRegistered in
$2BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

24 years in the industry.

  1. Wellesley Asset Management, Inc.Jan 2002 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 2 states (MA, NH).

Wellesley Asset Management, Inc.

$2BAssets managed
1,296Clients
17Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2831483
Firm CRD
116176
Advisor's SEC record (opens in a new tab)
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