Rebecca Bahlert
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.
- Wellesley Asset Management, Inc.May 2025 to now
- Cornerstone Financial PlanningMay 2023 to Apr 2025
- Madison ResourcesJul 2022 to Feb 2023
- Nashua Silver KnightsJun 2020 to Aug 2020
- Aroma Joe'sJun 2019 to May 2022
- Friendly PetsJan 2017 to Jun 2019
- Seacoast Gymnastics CenterOct 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8293663
- Firm CRD
- 116176