Andrew Abelleira, financial advisor Lone Tree CO

Andrew Abelleira

CRD Number: 6314255
Current Firm: Charles Schwab & Company, Inc.

Andrew Abelleira (CRD# 6314255) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 5 years of experience in the finance industry.

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Margin
Company Name Location Dates Years
Charles Schwab & Company, Inc. Chestnut Hill, MA Feb 2018 - Current 1
Charles Schwab Bank Chestnut Hill, MA Feb 2018 - Current 1
Scottrade, Inc. Newton, MA Jan 2017 - Feb 2018 1
Fidelity Brokerage Services LLC Merrimack, NH Sep 2013 - Jan 2017 3
Unemployed Merrimack, NH Dec 2012 - Sep 2013 < 1
Cbs Radio Boston, MA Mar 2011 - Dec 2012 1
Boys And Girls Club Of America Milford, NH Jun 2009 - Mar 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2016
S63 Uniform Securities State Law Examination Jun 2014
Contact Info for Andrew M. Abelleira
Phone Number: 415-667-7000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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