Andrew Veilleux, financial advisor Boston MA

Andrew Veilleux

CRD Number: 7312145
Current Firm: Ubs Financial Services Inc.

Andrew Veilleux (CRD# 7312145) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boston, MA and has 1 year of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Ubs Financial Services Inc. Boston, MA Jan 2020 - Current 2
Fidelity Investments Merrimack, NH Oct 2020 - Nov 2021 1
Unemployed Tarrytown, NY Apr 2020 - Oct 2020 < 1
Comunidad De Madrid San Martin De Valdeglesias, Oct 2019 - Mar 2020 < 1
Bates College Office Of Admission Lewiston, ME May 2018 - Aug 2019 1
Bates College Lewiston, ME Aug 2015 - May 2019 3
Bates College Academic Resource Commons Lewiston, ME Aug 2016 - Dec 2017 1
Bowdoin College Upward Bound Brunswick, ME Jun 2017 - Oct 2017 < 1
Irvington High School/escola Graduada De Sao Paulo Sao Paulo, Jan 2010 - Aug 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2021
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Andrew J. Veilleux
Phone Number: 201-352-3000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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