Andrea Lee Donaldson
Investment adviser representative at Msh Capital Advisors LLC
13 yearsExperience
1 stateRegistered in
$1.3BFirm assets
9 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Msh Capital Advisors LLCApr 2023 to now
- M.S. Howells & Co.Apr 2023 to now
- Interocean Capital Group, LLCJun 2022 to Apr 2023
- M. S. Howells & CoMay 2021 to Jun 2022
- Henry+horne Wealth ManagementOct 2020 to Jun 2022
- Lockton Companies LLCAug 2018 to Oct 2020
- Lockton Financial Advisors, LLCAug 2018 to Oct 2020
- Lockton Investment Advisors LLCAug 2018 to Oct 2020
- Wealthplan AdvisorsOct 2017 to Aug 2018
- Lincoln Financial DistributorsNov 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Msh Capital Advisors LLC
$1.3BAssets managed
2,361Clients
20Advisers
9 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
- 6280540
- Firm CRD
- 157835