With a full suite of services, our objective is to deliver the resources that can best accomplish each clients unique goals. 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 9/30/19 - 9/30/20. This ranking is not indicative of the Financial Advisors future performance. %%EOF 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 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. 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. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's future performance. This award was issued in 2021 and based on the evaluation process below. Investment performance is not a criterion. endstream endobj 592 0 obj <> endobj 593 0 obj <> endobj 594 0 obj <> endobj 595 0 obj <>stream 0000082150 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 2015 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. For more on methodology please go to www.ft.com/reports. The 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. 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. Q3 2022 Earnings Call: 10/14/22 | 07:30am : Q3 2022 Earnings Release: 09/13/22 | 11:15am : Barclays Global Financial Services Conference: 07/28/22 : Ex-dividend day for: Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. 2012 Barron's Top 100 Women Financial Advisors. 0000033553 00000 n 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. 0000026883 00000 n Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. NEW YORK, October 14, 2022--Morgan Stanley (NYSE: MS) today reported net revenues of $13.0 billion for the third quarter ended September 30, 2022 compared with $14.8 billion a year ago. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2017 Forbes America's Top Women Wealth Advisors. 0000057473 00000 n Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. 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: planadviser.com (May 2021) awarded in 2021. Investment performance is not a criterion. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. !5-{i'2|OGSIxpj%,uO~:  x8 Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking awarded in 2019. 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 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. 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. 0000011008 00000 n Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Add to Calendar. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. The rating is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 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. 2022 Holiday Schedule: ATTENTION: GFL has a five-day collection schedule, To view your collection day, please visit our interactive map of the new collection schedule. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. 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 NAPA to obtain or use the ranking. hbbf`b``3 1x4>01@ ( For more on methodology please go to www.ft.com/reports. 2019 Barron's Top 50 Institutional Consultants. 0000072228 00000 n 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. 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's most recent quarterly dividend payment of $0.7750 per share was made to shareholders on Tuesday, November 15, 2022. Morgan Stanley is a leading global financial services Firm providing investment banking, securities, investment management and wealth management services. 0000070371 00000 n 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. Firms review and approve nominations of individuals who match the ASPPA Award criteria. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. Source: napa-net.org (March 2020) awarded in 2020. 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. 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. The rating is not indicative of the Financial Advisors future performance. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last years Top 40 Advisors and from distributors working with the advisors. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2016) awarded in 2016. Monday, September 05, 2022 Columbus Day. For more information, see www.SHOOKresearch.com. 0000061080 00000 n 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. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. PLANADVISER Top 100 Retirement Plan Advisers 2019. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Y =74W%?hj7e\Hm2i&StDG=D 2J%pRJo- /,z!uoO=z Fh+m'n"cgbT ~;T@]n 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 2019 Forbes Best-In- State Wealth Advisors. Source: napa-net.org (November 2015) awarded in 2015. HU]O@|GT_ 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. 2019 NAPA Top DC Advisor Multi-Office Firms. Nominees must be women retirement plan advisors with their own book of business. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. PLANADVISER Top 100 Retirement Plan Advisers 2018. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. HMo@sHOHQ&$UP*==8 mF3kC4~xYIr$HFttv_!u[M/iyh~CMAZ`f*++GMID. ZbM^Z}>o1y riv 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 6/30/19 - 6/30/20. All eligible contractual employees, except faculty and those excluded due to their "essential employee" status, will follow this schedule. 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 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: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 0000073713 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. 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 rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. 2020 Forbes Best-In- State Wealth Advisors. Employees must be in a paid employment status on the calendar date of the holiday, regardless of the date observed, to be eligible for full holiday pay. 2022 Morgan Stanley Asia Webinar Series: 2023 Internship Recruitment Processes and Tips. 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 3/31/22 3/31/23. This ranking is not indicative of the Financial Advisors future performance. 2022 Forbes Best-In- State Wealth 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. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). startxref 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. The rating is not indicative of the Financial Advisors future performance. 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) Investment performance is not a criterion. Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors ranking awarded in 2019. . 2018 Barron's Top 1,200 Financial Advisors: State-by-State. For more information, see www.SHOOKresearch.com. 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 not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating. 2022 Forbes Americas Top Wealth Management Teams. 2023 Forbes Americas Top Wealth Management Teams Source: Forbes.com (November 2023) Forbes Americas Top Wealth Management Teams ranking awarded in 2023. 2021 Forbes America's Top Women Wealth Advisors. All credentials and designations are verified and nominee compliance records are verified. 0000012169 00000 n 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 not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 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 6/30/16 - 6/30/17. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 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. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. 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. endstream endobj 578 0 obj <>/Metadata 18 0 R/Pages 17 0 R/StructTreeRoot 20 0 R/Type/Catalog/ViewerPreferences<>>> endobj 579 0 obj >/PageTransformationMatrixList<0[1.0 0.0 0.0 1.0 0.0 -396.0]>>/PageUIDList<0 3609>>/PageWidthList<0 612.0>>>>>>/Resources<>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageC]/XObject<>>>/Rotate 0/StructParents 0/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 580 0 obj <> endobj 581 0 obj <> endobj 582 0 obj <> endobj 583 0 obj [/ICCBased 611 0 R] endobj 584 0 obj [/Separation/PANTONE#202925#20C 605 0 R<>] endobj 585 0 obj <> endobj 586 0 obj <> endobj 587 0 obj <> endobj 588 0 obj <>stream Of nominations nationwide from worth readers and investment professionals 2021 and based on an evaluation process conducted by 's. In 2015 2018 - Dec 2011 nor its Branch Managers pay a fee to on Wall Street in For! 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