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 6 years of experience in the finance industry.

Similar Advisors
Eric Courage , financial advisor Lone Tree CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Elizabeth O'Donnell, financial advisor Lone Tree CO
Elizabeth P. O'Donnell
CRD# 4503842
Voya Financial Advisors, Inc.
Similar Advisors
Rebecca Aardal, financial advisor Lone Tree CO
Rebecca A. Aardal
CRD# 5495455
Schaefer Financial Management, Inc.
Company Name Location Dates Years
Charles Schwab & Company, Inc. Chestnut Hill, MA Feb 2018 - Current 3
Charles Schwab Bank Chestnut Hill, MA Feb 2018 - Current 3
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
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.