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Detailed Report
Andrew M Abelleira
ANDREW MICHAEL ABELLEIRA, Andrew Abelleira
CRD#: 6314255
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 250 Fillmore Street
Suite 104
Denver, CO 80206
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2017 - 2018 (1 year)2 FIRMS2018 - 2021 (3 years)2 FIRMS2023 - Present (2 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2014 - 2017 (2 years)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2017 - 2017 (<1 year)
License(s)

State Registrations

B
Colorado 3/23/2023
B
New Mexico 3/23/2023
IA
Colorado 3/23/2023

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MORGAN STANLEY (CRD#:149777)
250 Fillmore Street Suite 104, Denver, CO 80206
Registered with this firm since 3/23/2023
B
MORGAN STANLEY (CRD#:149777)
250 Fillmore Street Suite 104, Denver, CO 80206
Registered with this firm since 3/23/2023
Previous Registration(s)
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IA
 03/02/2018 - 07/22/2021 CHARLES SCHWAB & CO., INC. (CRD#:5393) Lone Tree, CO
B
 03/02/2018 - 07/22/2021 CHARLES SCHWAB & CO., INC. (CRD#:5393) Lone Tree, CO
IA
 02/06/2017 - 02/13/2018 SCOTTRADE INVESTMENT MANAGEMENT (CRD#:169988) SAINT LOUIS, MO
B
 01/26/2017 - 02/13/2018 SCOTTRADE, INC. (CRD#:8206) Newon Highlands, MA
IA
 01/04/2017 - 01/09/2017 STRATEGIC ADVISERS, INC. (CRD#:104555) MERRIMACK, NH
B
 05/06/2014 - 01/06/2017 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) MERRIMACK, NH
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.