Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Carmella Lubrano
Naml H. Lewis
We do not manage client funds or hold custody of assets, we help users connect with relevant financial Derrick Cao
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 2021. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Ben Nunez
Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The named financial professional and firm have not reviewed, approved, or endorsed this profile and 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. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. manigo, agali unique. River Chien
Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. These criteria are utilized for each of the categories in which this award is given. Source: PLANADVISER.com, January/February 2018. Investment performance is not a criterion. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give backall to contribute to a future that benefits our clients and communities.
Jonathan, Don Leo-killer Karl Krupp on Site Wrestling Poster (1974) This ranking is not indicative of the Financial Advisors future performance. 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. Get the latest and most accurate trading card values and sets info for 2020-21 The Cup Hockey sports cards. Fee types billed by Morgan Stanley most likely include any blend of asset-based, fixed, commission-based and other fees. 2020 Barron's Top 50 Institutional Consulting Teams. firm, and financial professionals and firms having business relationships with SmartAsset receive We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. Hemant Gupta
Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 2022 Barron's Top 100 Private Wealth Management Teams. 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. Upon graduation from training David moved to California where he would spend the next 25 years of his life. Source: Research magazines Top-Ranked Teams in America, as identified by Research magazine, uses quantitative and qualitative criteria and selects from a pool of over 3,000 nominations. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Andrew Vick
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. in Finance at Montclair State University. Matt Brandt
This ranking is not indicative of the Financial Advisors future performance. Kristi Dugan
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. Jeremy Wright
2012 Barron's Top 1,000 Financial Advisors: State-by-State. We value our commitment to diverse perspectives and a culture of inclusion across the firm. 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 2014. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. jonathan slavin morgan stanley +1 (760) 205-9936. To match you with top Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. 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. Jean-Baptiste Lalau Keraly
SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, 2016 Barron's Top 30 Institutional Consultants. 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 was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2021. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 3/31/18- 3/31/19. Investment performance is not a criterion. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. June 12, 2022 . 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. See how we can help you work toward your goalseven as they evolve over years or generations. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Sahil Tandon
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 2013) awarded in 2013. In January 2023, he returned to the stage in Home Front. Sofia Xue
Participants attended workshops, 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016.
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Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Financial Advisors must be under the age of 40 as of August 2013. 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. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). Jim Burns
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 Sept 2019- Sept 2020. Jackie James
Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors awarded in 2019. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. Financial Times Top 400 Financial Advisors 2019. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. Investment performance is not a criterion. A sub-segment of the questions was used to determine eligibility for the Top 100. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. 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. 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. This exclusive conference is designed to promote best practices and generate new ideas across the industry. We Are Morgan Stanley | We Are Central New Jersey | Dedicated to giving back to the communities where we live and work. Firms review and approve nominations of individuals who match the ASPPA Award criteria. Combine Split results for multi-team players. This ranking is not indicative of the Financial Advisors future performance. 2018 Forbes Best-In- State Wealth Advisors. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. For more on methodology please go to www.ft.com/reports. Contact Information. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. James Gorman, Chairman and CEO. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. From our origins as a small Wall Street partnership to becoming a global firm of more than 60,000 employees today, Morgan Stanley has been committed to clients and communities for 85 years. This ranking is not indicative of the Financial Advisors future performance. Source: planadviser.com (May 2016) awarded in 2016. 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 SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. Manisha DSouza
Elisabeth Fedyna
2018 Financial Times 401 Top Retirement Advisors. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. For more information, see www.SHOOKresearch.com. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Navindu Katugampola
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. 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 SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 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. The award is the product of numerical scores in Greenwich Associates proprietary studies that are generated from the study interviews. Julia Geltser
For more information, see www.SHOOKresearch.com. You define success, we help you achieve it. Investment performance is not a criterion. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. 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 SHOOK Research LLC 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. Roseanne McCormick
We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give backall to contribute to a future that benefits our clients and communities. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Antoinette holds a B.S. profile-compliance@smartasset.com. 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.