Investment performance is not a criterion. Stocks that are trading at a discounted price relative to the companys perceived worth, earnings or cash flow. The List: Top 100 Wirehouse Advisors in America - Wealth Management Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Before you pack your bags, read these essential money tips. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. Countries in the Developed Markets category include the United States, Canada, Japan and Germany. Source: planadviser.com (May 2022) awarded in 2022. 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. Companies that invest in financial wellness have an opportunity to: Measuring your financial wellness programs success often requires a holistic view. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. When more than one portfolio manager manages a fund, the average tenure of the managers is listed. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. 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 2013. 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. 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. Los Angeles Private Wealth Management Complex Office - Morgan Stanley 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. 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. This ranking is not indicative of the Financial Advisors future performance. PLANADVISER Top 100 Retirement Plan Advisers 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. 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. 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. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. Source: planadviser.com (May 2021) awarded in 2021. Investment performance is not a criterion. 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. 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. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/17 - 9/30/18. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. 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 Private Wealth Management Los Angeles Private Wealth Management Complex Office You define success, we help you achieve it 1999 Ave Of The Stars Suite 2400 Los Angeles, CA 90067 Get Directions Complex: (310) 788-2000 Toll-Free: (800) 786-0048 Complex Manager Devon Baranski Phone: (310) 788-2102 Email Me Find a Private Wealth Advisor Free float-adjusted market capitalization index that is designed to measure equity market performance in the global developed and emerging markets excluding U.S. Free float-adjusted market capitalization index that is designed to measure equity performance in the global developed and emerging markets. This ranking is not indicative of the Financial Advisors future performance. We also understand that there is no family that is exactly like yours. 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. Nominees must be women retirement plan advisors with their own book of business. Source: ft.com (Mar 2015) 2015 Financial Times 400 Top Financial Advisors awarded in 2015. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. 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. Advisor Who Joined First Republic in March Returns to Morgan Stanley Passed in 1974, ERISA established the legal standards by which retirement plans are required to be managed. A sub-segment of the questions was used to determine eligibility for the Top 100. Member SIPC. This award was issued in 2016 and based on the evaluation process below. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). The statistic measures the annualized quarterly variation in returns around the mean return. Morgan Stanley is not affiliated with Coalition Greenwich. MSCI ACWI (All Country World) EX US Index. Illustrates how fixed-income funds have performed in various interest rate climates, including falling and rising rate periods. 2018 Barron's Top 50 Institutional Consultants. 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. The CPI is equal to the sum of prices of a number of goods purchased by consumers and weighted by the proportion each represents in a typical consumers budget. The rating 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. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. Investment performance is not a criterion. This ranking 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: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. Learn more. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information on ranking methodology, go to. 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. Drawing on a decade of experience in the financial services industry, Harry Suh advises ultra high net worth individuals, foundations and nonprofits in all aspects of wealth management. Investment performance is not a criterion. Investment performance is not a criterion. 2017 Barron's Top 30 Institutional Consultants. 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. Listing for: Morgan Stanley. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 - 3/31/21. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The number is intended to give investors an indication of how frequently management trades securities. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. Job specializations: Finance. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Career Opportunities Search | Morgan Stanley The objective of the index design is to divide constituents of an underlying MSCI Standard Country Index into a value index and a growth index, each targeting 50% of the free float adjusted market capitalization of the underlying country index. Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives. Morgan Stanley (NYSE:MS) announced the appointment of Todd Locicero as Regional Manager of the Firm ' s Private Wealth Management (PWM) office in Los Angeles. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. 2008 Barron's Top 100 Women Financial Advisors. Roger V. Coleman Morgan Stanley. Shows the five top currencies in which the fund has the largest exposure. 12. We also congratulate the Morgan Stanley teams named to the 2022 Barron's Top 100 Institutional Consulting Teams and Top 100 Private Wealth Management Teams rankings more than any other firm. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. All credentials and designations are verified and nominee compliance records are verified. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. We acknowledge that ranking the industry's top advisers from 1 to 400 would be futile, since each takes different approaches and. 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. The amount of money borrowed by a company in issuing a bond or other fixed income security. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. 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 Barron's Top 1,200 Financial Advisors: State-by-State. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2013 Aug 2014. 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. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. 0. 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. Invests principally in financial instruments issued or guaranteed by the U.S. Government, its agencies, or its instrumentalities, with dollar-weighted average maturities of less than 90 days. 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. Large cap value funds typically have a below-average price-to-earnings ratio, price-to-book ratio, and 3-year sales-per-share growth value, compared to the S&P 500 Index. 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: napa-net.org (October 2018) awarded in 2018. Source: planadviser.com (May 2018) awarded in 2018. Source: napa-net.org (October 2022) awarded in 2022. 2019 Barron's Top 1,200 Financial Advisors: State-by-State. Composite portfolio consisting of equity total returns for countries with low to middle per capita income, as determined by the World Bank. Covers the mortgage-backed pass through securities of Ginnie Mae (GNMA), Fannie Mae (FNMA), and Freddie Mac (FHLMC). This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more information, see www.SHOOKresearch.com. 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. Read to learn more. The manager decides which stocks or bonds to buy or sell and when. 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. Americas Asia-Pacific Europe, Middle East & Africa Japan Americas Argentina Bellevue, WA. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. PLANADVISER Top 100 Retirement Plan Advisers 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The rating is not indicative of the advisor's future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Cover the full range of developed, emerging and All Country MSCI Equity Indices. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. The lesser of purchases or sales of portfolio securities divided by the funds monthly assets. 2018 Forbes America's Top Women Wealth Advisors. 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. Sub-index of the Merrill Lynch Treasury Master Index. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. 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. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. Top 100 Wealth Managers - Forbes 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 3/31/19 - 3/31/20. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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 is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Measures the performance of those Russell 3000 Index companies with higher price-to-book ratios and higher forecasted growth values. Now, use it to your full potential at Morgan Stanley. Intend to keep constant net asset value. Investment performance is not a criterion. Women control a third of total U.S. household financial assets yet have often been overlooked by the financial industry. The risk of being unable to invest the proceeds of a fixed income investment upon maturity, or coupon, into other fixed income securities having a comparable interest rate. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014.
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