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Christopher John Carrelha

Wellesley Asset Management, Inc.

Cumming, GA

Portsmouth, NH

CRD 5037911

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Employer firm

Wellesley Asset Management, Inc. CRD 116176

$1.99B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Wellesley Asset Management, Inc.

100 Market Street Suite 203, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-02-05
GA RA APPROVED 2025-01-31
  • NH RA
    APPROVED
    Since 2025-02-05
  • GA RA
    APPROVED
    Since 2025-01-31

Branch Locations

Cumming, GA • United States

100 Market Street Suite 203, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alliancebernstein Investments, Inc. Secaucus NJ 09/2006 07/2023
Unemployed Atlanta GA 09/2023 10/2024
Wellesley Asset Management, Inc. Cumming GA 10/2024 Present
Foreside Fund Services, Llc Cumming GA 11/2024 Present
  • 09/2006 → 07/2023
    Alliancebernstein Investments, Inc.
    Secaucus, NJ
  • 09/2023 → 10/2024
    Unemployed
    Atlanta, GA
  • 10/2024 → Present
    Wellesley Asset Management, Inc.
    Cumming, GA
  • 11/2024 → Present
    Foreside Fund Services, Llc
    Cumming, GA
Other Businesses

Wellesley Asset Management, Inc.; Investment Related; Asset Management; Cumming, GA; 10/2024; Director; promoting funds; 180 Hrs./Mo.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-10-11
  • S63 Uniform Securities Agent State Law Examination
    2005-10-11
Other Names
  • Christopher Carrelha

View on SEC IAPD

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