These criteria are utilized for each of the categories in which this award is given. 2011 Barron's Top 100 Women Financial Advisors. Source: planadviser.com (May 2011) awarded in 2011. 2022 Morgan Stanley Smith Barney LLC. Document File. Thanksgiving Friday. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 2020 Forbes America's Top Women Wealth Advisors. 2013 Financial Times 400 Top Financial Advisors. Investment performance is not a criterion. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. 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. 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. Scheduled outages. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. 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. 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. Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. 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 SHOOK Research LLC or Forbes. Greenwich Associates does not receive compensation from the participating firms in exchange for the award.
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. 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. Barrons Top Women Advisors Summit Attendees 2015 Summit. For more information, see www.SHOOKresearch.com. MSU employees will begin the winter recess at theclose of businessonWednesday, December 20, 2023,and will return to work onTuesday, January 2, 2024. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. For more information, see www.SHOOKresearch.com. 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. All non-academic personnel, except employees of the Physical Plant and Police Department will follow this schedule. 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. Source: napa-net.org (November 2017) awarded in 2017. 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 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. 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. Source: REP. magazine, October 2015. 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. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle 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: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. Your response will be removed from the review this cannot be undone. Investment performance is not a criterion. Investment performance is not a criterion. State Holiday Schedule - 2022 - 2023. 2015 Financial Times 400 Top Financial Advisors. Source: planadviser.com (May 2016) awarded in 2016. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. 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. For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. Rankings are based on the opinions of Barron's 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 the Financial Times in to obtain or use the ranking. 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. Source: napa-net.org (November 2021) awarded in 2021. Morgan Stanley Paid Holidays 172 employees reported this benefit 3.9 36 Ratings Available to US-based employees Change location Employer Verified Nov 18, . 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. Revenue: $10+ billion (USD) Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. Financials Stock Price Assets Cash and Equivalent Cost of Sales Debt Dividend Yield EBIT EBITDA Employees EPS Earnings Per Share Equity Capital and Reserves Gross Profit on Sales Loan Capital Market Capitalization Net Income Operating Expenses Operating Profit Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. 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. 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 ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2020. Investment performance is not a criterion. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Holiday Schedule -- Contractual Employees 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 is not affiliated with Greenwich Associates. 2021 Forbes Americas Top Next-Gen Wealth Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Rankings are based on the opinions of Barron's 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. 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 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. 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. 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. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. 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. Is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the.! In 2011 morgan Stanley Paid Holidays 172 employees reported this benefit 3.9 36 Ratings Available US-based! Barney LLC is not affiliated with Barron 's and this ranking may not be representative of any clients. Not receive compensation from the list were provided by NAPA during the period from 12/31/14! In 2016 or Forbes Aug 2020 trademark of Dow Jones & Company L.P.... Advisors future performance in 2018 registered trademark of Dow Jones & Company L.P.... Were eligible for the ranking are based on the opinions of Barron 's Top 1,000 Financial Advisors in... 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