This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Volatility is viewed as a measurement of an investments risk. The 2019 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Career Opportunities Search | Morgan Stanley Source: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 2022. Indicates the short- and long-term investment returns earned by the fund, along with the returns of its benchmark and/or index. 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 is not indicative of the Financial Advisors future performance. Barclays Capital Long Term Government/ Credit Bond Index. This figure is then annualized. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Aims at high relative current yield from fixed income securities, has no quality or maturity restrictions, and tends to invest in lower grade debt issues. 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. The FT 400 Top Financial Advisers | Financial Times Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. Generally, the longer a funds average duration, the more sensitive it will be to changes in interest rates. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Calculated by creating a weighted average of the stated maturities for the bonds in a funds portfolio. 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 change in value of an investment or portfolio over a specific period of time. 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 Forbes (the publisher) during the period from 3/31/17 - 3/31/18. 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. Investment performance is not a criterion. 1/26/2022. 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. 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: planadviser.com (May 2015) awarded in 2015. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 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. An average of the reinvested performance of funds that invest primarily in U.S. dollar and non-U.S. dollar debt securities located in at least three countries, excluding the United States, except in periods of market weakness. 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: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. Indicates the percentage of stocks in the funds portfolio, along with percentages of stocks in the funds benchmark, whose earnings are estimated to grow at various rates. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. 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. Investment performance is not a criterion. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2016. Morgan Stanley Emerging Equity Markets Free Gross Dividend Index. 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 Barron's during the period from Dec 2018 - Dec 2019. We are proud that they have been recognized by Barron's as among the top Financial Advisors in the country. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. The ease with which investments can be bought or sold quickly without having a major impact on the price of those investments. 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. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. Also see COMMON STOCKS. This ranking is not indicative of the Financial Advisors future performance. America's Top Wealth Advisors 2023 - Forbes 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. 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 3/31/19 - 3/31/20. 2023 Barron's Top 100 Women Financial 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. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Its wealth-management assets ballooned to $289.5 billion as of March 31, compared with $107 billion in 2017 though several advisor teams exited since then with the company's fate in limbo. Top Millennial Advisors - Forbes Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. 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. Shows the five countries in which the largest percentage of the funds assets are invested. Investment performance is not a criterion. Morgan Stanley Private Wealth Management Menlo Park California $10M $44.9B $125-175M $65-85M 8. 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. 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. As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. The process of investing in a number of different types of investments to reduce the risk of poor performance by any one type of investment having a big impact on overall portfolio results. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. 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. At Morgan Stanley, clients come first. Nominees must be women retirement plan advisors with their own book of business. 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. The number is intended to give investors an indication of how frequently management trades securities. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The Index is calculated using a baseweighted aggregate methodology, meaning the level of the Index reflects the total market value of all component stocks relative to a particular base period. 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. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. 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. 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. 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. 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. Generally regarded as a time period of 5 to 10 years. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firms most affluent clients, including some of the worlds most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. A fund with a positive Excess Return has on average outperformed its benchmark on a quarterly basis. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 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 quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. 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. A measure of inflation. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations. The index is designed to be a highly liquid and diversified benchmark for commodities as an asset class. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities Group ("ISG"), Global Wealth Management via Wealth Management ("WM"), and Asset Management. Investment performance is not a criterion. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. 2022 Barron's Top 100 Financial Advisors | Morgan Stanley 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. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. On Wall Streets Top 100 Branch Manager Honorees. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. U.S. Treasury obligations that mature in more than ten years. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Countries in the Emerging Markets category include Brazil, Chile, Mexico and Taiwan. 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 NAPA during the period from Aug 2015 Aug 2016. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. 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 9/30/15 - 9/30/16. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. REP. magazines Top 50 Wirehouse Women, October 1, 2014. Data provided by SHOOK TM Research, LLC Data as of 3/31/16. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's 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. Nominees must be women retirement plan advisors with their own book of business. 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. As such, the award is not representative of any clients experience nor is it 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 PLANADVISER or ISS Media to obtain or use the ranking. 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. 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. 2018 Forbes Top 1,000 Next Gen Wealth Advisors. 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 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. 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. For more on methodology please go to www.ft.com/reports. 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 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. A riskless investment; short-term U.S. Treasury securities are generally used as a proxy for a risk-free investment. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. 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 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 SHOOK Research LLC to obtain or use the ranking. Barron's Top Women Advisors Summit Attendees 2017-2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Financial Times Top 401 Retirement Plan Advisors 2018. Read to learn more. 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 3/31/20 - 3/31/21. 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. Can also include preferred stock. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. The invitation-only conference was held virtually. A sub-segment of the questions was used to determine eligibility for the Top 100. The expected return often differs from the investors realized return. 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.
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