Gerald R Russo
Investment adviser representative at Wellesley Asset Management, Inc.
11 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
11 years in the industry.
- Foreside Fund Services, LLCJan 2017 to now
- Wellesley Asset Management, Inc.Mar 2015 to now
- Northern Lights Distributors, LLCMay 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2015
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
- 2853844
- Firm CRD
- 116176