Andrew Buchta

Andrew Buchta

Finance Intern

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location of Andrew BuchtaGreater Houston

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  • Timeline

  • 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 Finance

      Activities and Societies: Finance Association, Research & Trade

  • Experience

    • Merrill Lynch

      May 2010 - Sept 2010
      Finance Intern

      The Sharpe Group

    • UBS Financial Services

      Sept 2010 - Dec 2010
      Finance Intern

      Harris/Deaton Group

    • U.S. Capital Advisors, LLC

      Dec 2010 - Nov 2012
      Due Diligence
    • Sornem Private Wealth Pty. Ltd.

      Jun 2013 - Jun 2016
      Associate Advisor
    • Morgan Stanley

      Dec 2016 - now
      Vice 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 Association
      May 2017
    • FINRA (NASD) Series 7, Securities Product Sales - USA

      Financial Industry Regulatory Authority (FINRA)
      Mar 2017
    • NASAA Series 66 - Uniform Combined State Law - USA

      NASAA
      Jan 2017
    • RG146 - Diploma of Financial Planning (DFP) - Australia

      ASIC
      Apr 2015