Gabriel Joseph Osorio
Investment adviser representative at Wellesley Asset Management, Inc.
11 yearsExperience
1 stateRegistered 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, LLCMay 2026 to now
- Wellesley Asset Management, Inc.Apr 2025 to now
- Fidelity InvestmentsFeb 2023 to Apr 2025
- Marshwood Area School DistrictFeb 2022 to Jun 2022
- Piscataqua Landscaping and Tree ServiceSep 2019 to Jan 2023
- Site StructuresJun 2019 to Aug 2019
- Wrenegade SportsSep 2018 to Jul 2019
- River Bear OrganicsJun 2018 to May 2019
- Marshwood Area School DistrictFeb 2018 to Jun 2018
- Piscataqua Landscaping and Tree ServiceNov 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 4813907
- Firm CRD
- 116176