Gerald R Russo
Investment Adviser Representative at WELLESLEY ASSET MANAGEMENT, INC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gerald R. Russo has worked in the securities industry since 1997. They have passed the Series 66, 63, 24, and 7 examinations. They are registered to provide investment advisory services in Massachusetts and New Hampshire.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Firm-stated minimum; may be waived at the firm's discretion.
Wellesley Asset Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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