Collin Michael Schrier

Wellesley Asset Management, INC.

9 Years of Experience

Broker

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.

Employment History

Current Registrations

Foreside Fund Services, LLC

August 2025 - Present · 6 mos

Foreside Fund Services, LLCBroker

August 2025 - Present · 6 mos

Wellesley Asset Management, INC.

May 2025 - Present · 9 mos

Previous Registrations

Cache Advisors LLC

October 2024 - November 2024 · 1 mo

Cache Securities LLCBroker

May 2024 - April 2025 · 11 mos

Vestmark Advisory Solutions, INC.

November 2023 - May 2024 · 6 mos

Tifin Private Markets LLCBroker

March 2022 - July 2022 · 4 mos

Eaton Vance Management

October 2017 - May 2021 · 3 yrs 7 mos

Eaton Vance Distributors, INC.Broker

August 2017 - May 2021 · 3 yrs 9 mos

Tocqueville Securities L.P.Broker

May 2016 - August 2017 · 1 yr 3 mos

Eaton Vance Management

June 2014 - April 2016 · 1 yr 10 mos

Eaton Vance Distributors, INC.Broker

February 2014 - April 2016 · 2 yrs 2 mos

State Registrations6 states

DCNHNJNYPAVA

AdvisorBroker

Exams

No exam information available for this advisor.