TrueAdvisor
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Gabriel Joseph Osorio

Wellesley Asset Management, INC.
3 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Wellesley Asset Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
16 advisors
Number of Clients
1,478 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only

Location

100 Market Street, Suite 203, Portsmouth, NH, 03801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wellesley Asset Management, INC.
May 2025 - Present · 9 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - April 2025 · 1 mo
Fidelity Personal and Workplace Advisors
January 2025 - March 2025 · 2 mos
Fidelity Brokerage Services LLCBroker
April 2023 - April 2025 · 2 yrs
Planco Financial Services, INC.Broker
October 2004 - November 2005 · 1 yr 1 mo
First Investors CorporationBroker
July 2004 - October 2004 · 3 mos
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.