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Andrew M Abelleira

Morgan Stanley

Boston, MA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-03-23
  • CO RA
    APPROVED
    Since 2023-03-23

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Merrimack NH 09/2013 01/2017
Scottrade, Inc. Newton MA 01/2017 02/2018
Charles Schwab & Co., Inc. Chestnut Hill MA 02/2018 06/2021
Charles Schwab Bank Chestnut Hill MA 02/2018 06/2021
Morgan Stanley Boston MA 07/2021 Present
  • 09/2013 → 01/2017
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 01/2017 → 02/2018
    Scottrade, Inc.
    Newton, MA
  • 02/2018 → 06/2021
    Charles Schwab & Co., Inc.
    Chestnut Hill, MA
  • 02/2018 → 06/2021
    Charles Schwab Bank
    Chestnut Hill, MA
  • 07/2021 → Present
    Morgan Stanley
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-20
S63 Uniform Securities Agent State Law Examination 2014-06-03
  • S66 Uniform Combined State Law Examination
    2016-01-20
  • S63 Uniform Securities Agent State Law Examination
    2014-06-03
Other Names
  • Andrew Michael Abelleira
  • Andrew Abelleira

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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