About Andrew B Basch
Andrew Basch is a Private Wealth Advisor at Morgan Stanley Private Wealth Management in Los Angeles, with over 40 years of experience. He is also the Corporate Client Group Director for control and restricted stock transactions. Specializing in wealth planning and investment banking, Andrew helps senior executives navigate complex financial issues, particularly related to maximizing value from personal stock holdings.
Recognized for his expertise, Andrew was named to *The Financial Times* Top 400 Financial Advisors (2013–2021), as well as Barron’s Top 1,200 Advisors (2014–2024) and Forbes Best-In-State Wealth Advisors (2018–2024).
Andrew began his career at Dean Witter , later becoming a Partner at Oppenheimer & Co., where he co-founded the Corporate Executive Services Group. During his tenure he has been involved in numerous private and public offerings. He holds a B.A. in psychology from UCLA, an M.A. in psychology, and an M.B.A. from Pepperdine University, along with Executive Education in investment decisions and behavioral finance from Harvard.
In addition to his professional work, Andrew is actively involved in civic and charitable organizations in Los Angeles. He has served as Non-Corporate Trustee for Semester at Sea and sits on the Advisory Board of UCLA’s Department of Psychology. He and his wife Karleen live in Hidden Hills Ca.
2018 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2014 - 2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014 - 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2013 - 2021 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12
Securities Agent: VT, OK, NM, AR, WY, WV, WI, WA, VA, UT, TX, TN, SD, SC, PA, OR, OH, NY, NV, NJ, NH, NE, NC, MT, MO, MN, MI, MD, MA, KY, KS, IN, IL, ID, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL, AK; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262070