Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. 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 Barron's to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. 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. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. 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 2017. Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. 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. Please note: International Testing Centers follow their own holiday schedules. 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. 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. 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 NAPA to obtain or use the ranking. Investment performance is not a criterion. The rating is not indicative of the Financial Advisors future performance. 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 Barron's to obtain or use the ranking. recently given juneteenth as a holiday, Holidays are all paid, and I believe you can get additional days off if you worked on a holiday, We get general holidays but do not get all The rating is not indicative of the advisors future performance. Source: napa-net.org (November 2018) awarded in 2018. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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, 2019. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. 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 2019 - Dec 2020. Fiscal Year 2023 Holiday Schedule (.pdf) Fiscal Year 2022 Holiday Schedule (.pdf) Fiscal Year 2021 Holiday Schedule (.pdf) A state agency . Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Self-nominations are not accepted. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 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: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. 2016 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. 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 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 2012) awarded in 2012. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. 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. 2021 Forbes Best-In- State Wealth Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 1 No early closes for the Prime, ESG Money Market, and Tax exempt funds. 2022 Barron's Top 100 Women Financial Advisors. 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. 2020 Barron's Top 50 Institutional Consulting Teams. For more information, see www.SHOOKresearch.com. 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. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Paid Holidays 172 employees reported this benefit 3.9 36 Ratings Available to US-based employees Change location Employer Verified Nov 18, . 2017 Financial Times 400 Top Financial Advisors. Investment performance is not a criterion. Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors 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 for placement on its rankings. 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. Source: napa-net.org (November 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. We Are Morgan Stanley | We Are Southern New Jersey | Dedicated to giving back to the communities where we live and work. With the Morgan Stanley Mobile App, youll have the freedom to manage your investments and instantly access a suite of personal cash management tools. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more information, see www.SHOOKresearch.com. For more information on the award, go to http://www.aspa.org. 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. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. This ranking is not indicative of the Financial Advisors future performance. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. The number of individuals contacted varies based on the size of the local market. 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 2016) 2016 Barron's Top 100 Financial Advisors awarded in 2016. 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. 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: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (November 2014) awarded in 2014. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 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 3/31/17 - 3/31/18. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Bank Holiday Tuesday, 26 December - New Year's Day 2023/2024 Monday, 1 January (2024) - *Additionally, there will be an early close on the following days: Monday, 2 January, Monday, 8 May, Monday, 29 May, Monday, 28 August, Friday, 22 December and Friday, 29 December. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Morgan Stanleys Sustainable Solutions Collaborative identifies and nurtures breakthrough innovations that take a systems-level approach to some of the worlds most pressing sustainability challenges. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. The rating is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. 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: 2017 Forbes Top 500 Next Generation Wealth Advisors. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. 2014 Financial Times 400 Top Financial Advisors. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. 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: 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 ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2010 - Mar 2011. The rating is not 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 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. Financial Plannings Top 40 Under 40 2022. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. PLANADVISER Top 100 Retirement Plan Advisers 2018. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. 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. 2022 Morgan Stanley Smith Barney LLC. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. 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 list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Reuters accepts nominations from Financial Advisors. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. Saint-Jean-Baptiste Day - Saturday, June 24, 2023 (Quebec only) Canada Day - Saturday, July 1, 2023 (Contact centres closed Monday, July 3, 2023) Civic Holiday - Monday, August 7, 2023. U.S. Citizens with emergencies, please call: 613-238-5335. 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. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Contact Us 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 2018 - Dec 2019. Monday, December 26, 2022*. A sub-segment of the questions was used to determine eligibility for the Top 100. 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. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011.
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