Andrew Joseph Veilleux

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → 03/2020
  Comunidad De Madrid
  San Martin De Valdeglesias
• 05/2018 → 08/2019
  Bates College Office Of Admission
  Lewiston, ME
• 08/2016 → 12/2017
  Bates College Academic Resource Commons
  Lewiston, ME
• 06/2017 → 10/2017
  Bowdoin College Upward Bound
  Brunswick, ME
• 08/2015 → 05/2019
  Bates College
  Lewiston, ME
• 10/2020 → 11/2021
  Fidelity Investments
  Merrimack, NH
• 04/2020 → 10/2020
  Unemployed
  Tarrytown, NY
• 01/2020 → Present
  Ubs Financial Services Inc.
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-21
• S63 Uniform Securities Agent State Law Examination
  2021-03-10

Other Names

• Andrew Joseph Veilleux
• Andrew Veilleux