Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Russo is a registered investment advisor representative with Wellesley Asset Management, Inc. Gerald has been in the securities industry since November 18, 1997, and has been with Wellesley Asset Management, Inc. since March 2015. Gerald has passed several securities exams, including the Series 63, Series 66, and Series 7 exams, as well as the General Securities Principal Examination. Gerald's registration is active in 52 states and the District of Columbia. Gerald is also registered as an investment advisor representative in Massachusetts and New Hampshire.
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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2
NH
02/03/2025 - Present
Wellesley Asset Management, Inc. (PORTSMOUTH NH)
NE
05/26/2015 - 12/31/2016
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MA
09/20/2000 - 03/06/2015
TD AMERITRADE, INC. (BURLINGTON MA)
CT
08/12/1998 - 09/20/2000
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
MA
01/13/1998 - 05/27/1998
NEW ENGLAND FUNDS, L.P. (BOSTON MA)
MA
04/15/1997 - 11/11/1997
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
BOTH
Issued 05/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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