Andrew Abelleira is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
March 2023 - Present · 3 yrs 4 mos
Morgan Stanley
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2018 - July 2021 · 3 yrs 4 mos
Charles Schwab & CO., INC.Broker
March 2018 - July 2021 · 3 yrs 4 mos
Scottrade Investment Management
February 2017 - February 2018 · 1 yr
Scottrade, INC.Broker
January 2017 - February 2018 · 1 yr 1 mo
Strategic Advisers, INC.
January 2017 - January 2017 · 0 mos
Fidelity Brokerage Services LLCBroker
May 2014 - January 2017 · 2 yrs 8 mos
State Registrations2 states
CONM
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.