Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. 0000072874 00000 n
Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barrons Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/17 - 3/31/18. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. }z||\''8##T|1YzD9?erTIuY=%iU^5c:o~cXWhSKL~>z oRk"%=+bB.XKXR~0q1@6QK^ddaTYfykwU5Jg%&? Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. This ranking is not indicative of the Financial Advisors future performance. For more information on ranking methodology, go to, Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. kZAVP+JV
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Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2022 Forbes America's Top Wealth Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. The rating is not indicative of the Financial Advisers future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Liquidity Funds 2023 Holiday Calendar The Morgan Stanley Liquidity Funds will be closed for trading on the following days (All Share Classes): U.S. Dollar Liquidity Fund, U.S. Dollar Treasury Liquidity Fund, Ultra Short Income VNAV Fund HOLIDAY CLOSED EARLY CLOSE New Year's Day 2022/2023 Monday, January 2 Friday, December 30 (2022) This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Source: Forbes.com (February 2022) 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. HW]T}_s.Kia
(U0jf 06sAHN=|/w?x6l|_Y{.J-N)te?;,vzS%\U9]|\mqWzwg5~`F^_sr29W[;b|nFv;/;p]w"i6{ybm/gen{58Xx,U/_wId&`fL3*??K^?~tlY7K?o\.b#rFynQe Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 0000026770 00000 n
Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. startxref
Morgan Stanley Smith Barney LLC is not affiliated with Barron's. :Y&M|?F7#|})oZ!o4hTkVIO7 o,y&k}O-J\o 0
Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 0000009993 00000 n
This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Financial Times Top 400 Financial Advisors 2019. Investment performance is not a criterion. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2021. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Holiday; Monday, January 2, 2023: New Year's Day: Monday, January 16, 2023: Martin Luther King, Jr. Day: Monday, February 20, 2023: President's Day: Friday, May 26, 2023: Friday before Memorial Day (1 p.m. early close) Monday, May 29, 2023: Memorial Day: Monday, June 19, 2023: Juneteenth: Monday, July 3, 2023: Monday before Independence Day (1 p.m. early close) This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: napa-net.org (October 2015) awarded in 2015. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. REP. magazines Top 50 Wirehouse Women, October 1, 2014. Morgan Stanley's most recent quarterly dividend payment of $0.7750 per share was made to shareholders on Tuesday, November 15, 2022. 0000012902 00000 n
Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Self-nominations are not accepted. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2015. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Leverage your talent, hone your skills and build a career at Morgan Stanley, where our goal is always to deliver first-class business in a first-class way. 2017 Forbes America's Top Women Wealth Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. These criteria are utilized for each of the categories in which this award is given. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. The number of individuals contacted varies based on the size of the local market. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: planadviser.com (May 2013) awarded in 2013. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 2015 Financial Times 401 Top Retirement Advisors. Investment performance is not a criterion. 2018 Financial Times 400 Top Financial Advisors. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Barrons Winners Circle Top Advisors Summit 2013. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2018. A sub-segment of the questions was used to determine eligibility for the Top 100. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. This award was issued in 2012 and based on the evaluation process below. 0000009539 00000 n
Morgan Stanley : 2022 Shareholder Letter. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: planadviser.com (May 2019) awarded in 2019. 2016 Financial Times 401 Top Retirement Advisors. 0000011282 00000 n
Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2008 - Dec 2009. Nominees must be women retirement plan advisors with their own book of business. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience.
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