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 evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2016 Forbes America's Top Wealth Advisors. Source: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. The rating is not indicative of the advisors future performance. 0000073434 00000 n 0000009993 00000 n Source: PLANADVISER.com, July 2021 The "PLANADVISERS 2021 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Source: planadviser.com (May 2015) awarded in 2015. endstream endobj 596 0 obj <>stream 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 3/31/18 - 3/31/19. 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. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. This ranking is not indicative of the Financial Advisors future performance. 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. 577 80 Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 3/31/16 - 3/31/17. 2021 NAPA Top DC Advisor Multi-Office Firms. 2016 Financial Times 401 Top Retirement Advisors. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. 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 2012 - Sept 2013. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. For more information, see www.SHOOKresearch.com. 2019 Barron's Top 50 Private Wealth Advisory Teams. This ranking is not indicative of the Financial Advisors future performance. m This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. 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. With the Morgan Stanley Mobile App, youll have the freedom to manage your investments and instantly access a suite of personal cash management tools. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 0000087813 00000 n This ranking is not 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. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. 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 (@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. 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 the Financial Times and may not be representative of any one clients experience nor 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. 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 Barron's to obtain or use the ranking. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. 4 min read Updates to stock plan platforms unify and personalize the user experience. 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. 2018 Barron's Top 50 Institutional Consultants. 2020 Forbes Best-In- State Wealth Advisors. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. 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. 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. 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 company earnings calendar and analyst expectations - Upcoming and past events | Nyse: MS | Nyse. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Morgan Stanley is not affiliated with Coalition Greenwich. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. 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. This ranking is not indicative of the Financial Advisors future performance. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 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 2019 - Mar 2020. ctGR*7N/8+NQ,Sq_5a ax}4U?~p72ZN[C=W]\&}YpM]g:Np>v4Kc}8&l,k_'Qj=;. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominated advisors are then asked to complete an extensive survey. 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 This ranking is not indicative of the Financial Advisors future performance. 2021 Forbes Americas Top Next-Gen Wealth Advisors. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. For more information, see www.SHOOKresearch.com. 401kWire's 300 Most Influential DC Advisors 2011. representatives to gather wealth manager nominations. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2018. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2019 Barron's Top 100 Women Financial Advisors. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). 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. 2022 Budget; 2023 Budget; Annual Report & Calendar; Intern Policy; Public Meeting Calendar; Quarterly Newsletters; Strategic Communications and Government Affairs; Town Approved Policies; Town Charter and Code of Ordinances; Town Council ; Town Manager Reports; Trash and Recycling. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 0000006939 00000 n Exclusive-Morgan Stanley to slash 2022 banker bonuses in Asia by up to half - sources Exclusive-Morgan Stanley to slash 2022 banker bonuses in Asia by up to half - sources Scott Murdoch. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. 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. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. 0000071837 00000 n Rankings are based on the opinions of SHOOK Research LLC 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. 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 6/30/20 - 6/30/21. 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. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. 0000070371 00000 n 2022 Morgan Stanley Smith Barney LLC. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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