Collin Michael Schrier
Investment adviser representative at Wellesley Asset Management, Inc.
10 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
10 years in the industry.
- Foreside Fund Services, LLCAug 2025 to now
- Wellesley Asset Management, Inc,Apr 2025 to now
- Cache Securities LLCApr 2024 to Apr 2025
- Vestmark Advisory Solutions, Inc.Jul 2023 to Apr 2024
- Vestmark, Inc.Jul 2022 to Apr 2024
- TifinSep 2021 to Jun 2022
- UnemployedJun 2021 to Aug 2021
- Eaton Vance Distributors, Inc.Aug 2017 to May 2021
- Eaton Vance ManagementAug 2017 to May 2021
- Tocqueville Securities L.P.May 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6240004
- Firm CRD
- 116176