Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Carrelha is a registered investment advisor representative with Wellesley Asset Management, Inc. Christopher has been in the industry since 2006. Christopher holds a Series 63 license. Christopher is registered with the state of Georgia and New Hampshire. Christopher works out of the Cumming, GA and PORTSMOUTH, NH branch offices. Christopher's firm, Wellesley Asset Management, Inc., has offices in Portsmouth, NH. The firm has approximately 2104334424 USD in regulatory assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
02/05/2025 - Present
Wellesley Asset Management, Inc. (Cumming GA)
Active
Inactive
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