CC
CC

Christopher John Carrelha

18 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
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
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Location

Cumming, GA

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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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Other Business Activities

Christopher is a Director at Wellesley Asset Management, Inc. since October 2024, promoting funds and dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Wellesley Asset Management, INC.
January 2025 - Present · 1 yr 1 mo
Foreside Fund Services, LLCBroker
November 2024 - Present · 1 yr 3 mos
Foreside Fund Services, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Alliancebernstein Investments, INC.Broker
September 2006 - August 2023 · 16 yrs 11 mos
Fordham Financial Management, INC.Broker
October 2005 - September 2006 · 11 mos
State Registrations8 states
ALARFLGAMSNHSCTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.