xref Source: Crains New York Business, December 7, 2020. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. 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. Coalition Greenwich is a division of CRISIL. 0000011008 00000 n 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 the Financial Times in to obtain or use the ranking. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors 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. 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 $14.8 billion a year ago. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. HWK )tV$gc{ S*l'Q'T$2su8~qsaq::Ak9faevyoq>? The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. 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. 2018 NAPA Top DC Advisor Multi-Office Firms. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018 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. Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. Morgan Stanley hiking bonuses more than 20% for top performers Business Morgan Stanley hiking bonuses for top performers By Reuters January 12, 2022 2:30pm Updated Staff at Morgan. 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. With the Morgan Stanley Mobile App, youll have the freedom to manage your investments and instantly access a suite of personal cash management tools. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Morgan stanley holiday calendar 2022 Morgan Stanley revenue for the quarter ending September 30, 2022 was $12.986B, a 11.98% decline year-over-year. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. 0000012169 00000 n 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. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. Research Magazines Top-Ranked Teams in America. 2020 Barron's Top 100 Women Financial Advisors. 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 based on an evaluation process conducted by NAPA during the period from Aug 2013 Aug 2014. 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 Barron's and this ranking may not be representative of any one clients experience. Source: napa-net.org (November 2018) awarded in 2018. 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. 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 Barron's to obtain or use the ranking. 0000075593 00000 n The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. Nominees must be women retirement plan advisors with their own book of business. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Investor Email Alerts. 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 pays a fee to the Financial Times in exchange for the rating. 2019 Barron's Top 1,200 Financial Advisors: State-by-State. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. 2021 Forbes Best-In- State 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. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. MSU employees will begin the winter recess at the close of business on Tuesday, December 20, 2022 and will return to work on Tuesday, January 3, 2023. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. Investment performance is not a criterion. 2021 Barron's Top 100 Private Wealth Management Teams. 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. Investment performance is not a criterion. Monday, July 04, 2022 Labor Day. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. School Holidays Starts Finishes; First Day of School: 29 Aug 2022 (Mon) Fall Break: 2 Sep 2022 (Fri) 5 Sep 2022 (Mon) Thanksgiving Break: 23 Nov 2022 (Wed) 25 Nov 2022 (Fri) Christmas Break: 26 Dec 2022 (Mon) 6 Jan 2023 (Fri) Mid Winter Break: 20 Feb 2023 (Mon) 21 Feb 2023 (Tue) Spring Break: 27 Mar 2023 (Mon) 31 Mar 2023 (Fri) Last Day of School: 15 Jun 2023 (Thu) Summer Break: 16 Jun 2023 To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Source: napa-net.org (October 2018) awarded in 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Investment performance is not a criterion. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. <<71596AAD0309294490FEEE8D549163A8>]/Prev 463990/XRefStm 2327>> Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. ctGR*7N/8+NQ,Sq_5a ax}4U?~p72ZN[C=W]\&}YpM]g:Np>v4Kc}8&l,k_'Qj=;. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. [~Rr\kZ@XpKm)-@jsF"b $X|aTuj&TopVn4%z)?L`wD)+slp^n1rDd3/v Es]8_f 0.IjHDJ,{O44"K)ZYJ+T" z="]. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms 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. 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. 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. 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 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. %%EOF Morgan Stanley : 2022 Shareholder Letter. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. 2021 Barron's Top 100 Women Financial Advisors. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 2011. 615-344-2068 Send Email. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. 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 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. 2019 Financial Times 400 Top Financial Advisors. Source: Barron's.com (April 2016) 2016 Barron's Top 100 Financial Advisors awarded in 2016. Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. Investment performance is not a criterion. Investment performance is not a criterion. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Member SIPC. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. 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 NAPA to obtain or use the ranking. 0000088931 00000 n 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2019 Financial Times 401 Top Retirement Advisors. 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. Source: napa-net.org (March 2019) awarded in 2019. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2022 Holiday Calendar The Morgan Stanley Institutional Liquidity Funds (MSILF) will be closed for trading on the following days (All Share Classes): HOLIDAY CLOSED EARLY CLOSE1 New Year's Day 2021/ 2022 - Friday, December 31 (2021). Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. 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. The invitation-only conference was held at The Breakers in Palm Beach, FL. 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 NAPA during the period from Aug 2015 Aug 2016. Source: napa-net.org (November 2020) awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. 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 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 0000018076 00000 n 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 3/31/16 - 3/31/17. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. H\@>E-uo$N!a2 F+abE~xxV}?]N6OMtxlUkcmCr6OwmS|oS_'^c?m6zZ_eO6=SZ1r_Qx&NuYUctl=Nw=eU"]RyF1{WW7$Py_1K\fAY ~MYp\Wp\Wp\Wp\Wp\YJ+AW] tU@W E?J*J*J*J*~2RtJ+EWJg+CWFo7 Fo7 F 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. This ranking is not indicative of the Financial Advisors future performance. <]/Prev 903872/XRefStm 2155>> Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. 2022 Morgan Stanley Smith Barney LLC. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley (@MorganStanley) November 2, 2022 M&A transaction values involving China plunged by 35% year-on-year to $266 billion in the first nine months of the year, to the lowest level. Source: planadviser.com (May 2015) awarded in 2015. 0000071993 00000 n Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 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. 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. 0000020878 00000 n Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. YT^H5qb1P{K72hc c'0J 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: 2008 Barron's Top 100 Women Financial Advisors. For more information, see www.SHOOKresearch.com. Firms review and approve nominations of individuals who match the ASPPA Award criteria. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. Holiday Schedule -- Contractual Employees. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. @?;v2I?gN+q+g Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. 0000087813 00000 n NABCAP contracts with Rank Premier Advisors to administer its evaluation process. 2021 Forbes America's Top Women Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (October 2020) awarded in 2020. 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. 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. Barron'S.Com ( June 2008 ) 2008 Barron 's during the period from Mar 2009 - Mar 2010 )! Five Star Wealth managers future performance Financial Advisors ranking awarded in 2018: ft.com ( Sept 2017 ) 2017 Times. 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