
Andrew Buchta
Finance Intern

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About me
Vice President, Wealth Management, Consulting Group Analyst at Morgan Stanley
Education

University of Houston, C.T. Bauer College of Business
-Bachelor of Business Administration FinanceActivities and Societies: Finance Association, Research & Trade
Experience

Merrill Lynch
May 2010 - Sept 2010Finance InternThe Sharpe Group

UBS Financial Services
Sept 2010 - Dec 2010Finance InternHarris/Deaton Group

U.S. Capital Advisors, LLC
Dec 2010 - Nov 2012Due Diligence
Sornem Private Wealth Pty. Ltd.
Jun 2013 - Jun 2016Associate Advisor
Morgan Stanley
Dec 2016 - nowVice President, Wealth Management, Consulting Group Analyst© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlAndrew Buchta may only transact business in states where he is registered or excluded or exempted from registration. "http://brokercheck.finra.org" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Andrew Buchta is not registered or excluded or exempt from registration. Show less
Licenses & Certifications

IMCA Essentials of Investment Consulting - USA
Investment Management Consultants AssociationMay 2017
FINRA (NASD) Series 7, Securities Product Sales - USA
Financial Industry Regulatory Authority (FINRA)Mar 2017
NASAA Series 66 - Uniform Combined State Law - USA
NASAAJan 2017
RG146 - Diploma of Financial Planning (DFP) - Australia
ASICApr 2015
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