Andrew Joseph Veilleux
Investment adviser representative at UBS Financial Services Inc.
6 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- UBS Financial Services Inc.Jan 2020 to now
- Fidelity InvestmentsOct 2020 to Nov 2021
- UnemployedApr 2020 to Oct 2020
- Comunidad De MadridOct 2019 to Mar 2020
- Bates College Office of AdmissionMay 2018 to Aug 2019
- Bowdoin College Upward BoundJun 2017 to Oct 2017
- Bates College Academic Resource CommonsAug 2016 to Dec 2017
- Bates CollegeAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7312145
- Firm CRD
- 8174