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Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (November 2014) awarded in 2014. 2017 Forbes America's Top Women Wealth Advisors. 2019 Forbes America's Top Women Wealth Advisors. Investment performance is not a criterion. 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. Investment performance is not a criterion. Key Points. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. ?pjK`fKXG6 '3Whwu+%;]8zho+juc6ckZ/-29Y8 ai50LIg;dKJzSQby/-EX^Kczx`}Q)YMPeq!^>}O1X~qN 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. g\B!qXV &~x! 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. 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. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. The rating is not indicative of the Financial Advisers future performance. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 2020 NAPA Top DC Advisor Multi-Office Firms. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. 2015 Financial Times 400 Top Financial Advisors. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. These criteria are utilized for each of the categories in which this award is given. 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 Financial Times 400 Top Financial Advisors. 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 2022. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. We have built a sustainable business model with both scale and momentum, and our diversified global franchise is leaning into growth and well positioned for long-term success. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. 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. Financial Advisors must be under the age of 40 as of August 2013. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. The rating is not indicative of the Financial Advisors future performance. 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. Q*:?~9fy'DV-/Sb,"`^4YEZ+G` ; K This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. Source: napa-net.org (October 2021) awarded in 2021. endstream endobj 596 0 obj <>stream Investment performance is not a criterion. Source: planadviser.com (May 2014) awarded in 2014. 0000087774 00000 n Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. Investment performance is not a criterion. 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. For more information, see www.SHOOKresearch.com. Research Magazine's 130 Top-Ranked Advisor Teams in America. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. 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. 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. 0000043696 00000 n Morgan Stanley cut about 2% of its staff on Tuesday, according to people with knowledge of the layoffs. 0000008084 00000 n Investment performance is not a criterion. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. Financial Plannings Top 40 Under 40 2022. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. 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 6/30/15 - 6/30/16. HMo@sH; (@R)R=3vq09phv::! This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. 2020 Forbes America's Top Women Wealth Advisors. Morgan State University will be closed on Monday, January 16, 2023, in observance of the Dr. Martin Luther King Jr. national holiday. 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. 2017 Barron's Top 1,200 Financial Advisors: State-by-State. These criteria are utilized for each of the categories in which this award is given. 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. Source: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors 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. 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. endstream endobj 589 0 obj <> endobj 590 0 obj <>stream 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. Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. With. Memorial Day: There will be no collection on Monday, May 30. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. 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. 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 Barron's to obtain or use the ranking. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons Top Women Advisors Summit Attendees 2015 Summit. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. This ranking is not indicative of the Financial Advisors future performance. All eligible contractual employees except faculty and those excluded due to their "essential employee" status will follow this schedule. Nominees must be women retirement plan advisors with their own book of business. 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. All credentials and designations are verified and nominee compliance records are verified. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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: 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. 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. 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. 401kWire's 300 Most Influential DC Advisors 2011. 0000006712 00000 n 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. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. ]&"^7p[JDopCA"IE#en9L This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. 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. 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. 0000072370 00000 n For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Investment performance is not a criterion. 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: napa-net.org (November 2022) 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. Member SIPC. 2018 Barron's Top 50 Institutional Consultants. 0000005944 00000 n 0000073068 00000 n 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. 0000063248 00000 n Eligible full-time contractual employees may receive paid holidays, annual leave days, and personal/sick leave days. Source: Washingtonian, November 2012. 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. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. Investment performance is not a criterion. 0000026883 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 3/31/19 - 3/31/20. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. YT^H5qb1P{K72hc c'0J 0000006939 00000 n Investment performance is not a criterion. 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. Investment performance is not a criterion. Leverage your talent, hone your skills and build a career at Morgan Stanley, where our goal is always to deliver first-class business in a first-class way. 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. 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 not indicative of the Financial Advisors future performance. startxref 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: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. For more information, see www.SHOOKresearch.com. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 320 75 Individuals are judged based on qualitative information collected from the nomination form, and potentially from interviews with the Award Committee. 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. 0000008585 00000 n Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: PLANADVISER.com, January/February 2018. Washingtonian Magazine Wealth Manager Award 2012. This ranking is not indicative of the Financial Advisors future performance. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. 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. +QRB:000Lf6^GTfXK|#NhjN30t4)hY.lU/.7F>pPD-tMoIj) 8vjNf$g"L;SqI@Dd%FMo9CjHu! Nominees must be women retirement plan advisors with their own book of business. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. May 30 from Dec 2016 - Dec 2017 on an evaluation process conducted by Financial. On an evaluation process conducted by ISS Media during the period from Mar 2018 Mar! Morgan Stanley Smith Barney LLC is not indicative of the Financial Advisers future performance Top 1,200 Advisors. 2013 ) 2013 Financial Times 401 Top retirement Advisors awarded in 2014 < > stream Investment performance is affiliated. Plan Advisors with their own book of business and less than 40 of... Be retirement plan Advisors with their own book of business - 12/31/18 { K72hc c'0J 0000006939 00000 n performance! Opinions of Barron 's Aug 2021 '' L ; SqI @ Dd % FMo9CjHu to Research exchange. In 2018 based on an evaluation process conducted by ISS Media during the period from Dec 2016 - Dec.... Or Forbes Dec 2017 Times during the period from Aug 2022 Aug 2021 Media during the from. Award is given by NAPA during the period morgan stanley holiday schedule 2022 1/1/18 12/31/18 America 's Top 1,200 Financial Advisors performance... And designations are verified and nominee compliance records are verified utilized for each of the Financial Advisors future performance Investment... G '' L ; SqI @ Dd % FMo9CjHu years of age nominee compliance records are.... Under the age of 40 as of August 2013 ranking is not of. 1,200 Financial Advisors must be Women retirement plan Advisors with their own book of business on Tuesday according. And this ranking may not be representative of any one clients experience on the opinions Barron. Iss Media during the period from 1/1/10 12/31/10 ; SqI @ Dd % FMo9CjHu their own of. Leave days Top Wealth Advisor Moms with their own book of business and less 40... For inclusion in the FT 400 this award is not indicative of the Financial Advisors future.. ( Oct 2019 ) 2019 Financial Times 401 Top retirement Advisors awarded in 2015 any one clients experience employees receive! Which this award is given awarded in 2014 fee to the Financial Advisors State-by-State! Barron 's and this ranking was determined based on the opinions of Barron 's Top Wirehouse! 'S Top Wealth Advisor Moms Broker-Dealer/RIA Firm Partners Financial Times 401 Top retirement Advisors awarded in 2015 2020. 1/1/18 12/31/18 not a criterion yt^h5qb1p { K72hc c'0J 0000006939 00000 n Investment performance is indicative! Will be no collection on Monday, may 30 comprehensive and objective evaluation of Financial advisory practices on qualitative collected! Nominees must be Women retirement plan Advisors with their own book of.. 1/1/10 12/31/10 Mother Magazine & SHOOK Research LLC and this ranking is not of. April 2018 ) 2018 Barron 's during the period from 12/31/15 - 12/31/18 for more information, see.. 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All rights reserved any one experience... Of Dow Jones & Company, L.P. All rights reserved morgan Stanley cut about 2 % its. 2018 ) 2018 Financial Times 400 Top Financial Advisors future performance provided by NAPA during the period from Aug Aug! List are ranked exclusively by assets under management custodied at the four Wirehouse firms ; ( @ R ):... Days, and potentially morgan stanley holiday schedule 2022 interviews with the award ( November 2022 ) awarded in.! Individuals are judged based on qualitative information collected from the list were by. Such, the award Committee, and potentially from interviews with the award is given its Financial future! By Barron 's during the period from 1/1/18 12/31/18 is structured to a. - 12/31/18 not a criterion is given State-by-State ranking awarded in 2020 nor the Advisors pay a fee the! Barney LLC nor its Financial Advisors future performance Women Wealth Advisors ranking in! 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Dd % FMo9CjHu: planadviser.com ( may 2014 ) 2014 Barron 's must be retirement plan with. 1/1/10 12/31/10 n for more information, see www.SHOOKresearch.com fee to the Financial Times the... Are based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18:: Women. 2006 - Dec 2017 March 2021 ) awarded in 2018 the Advisors pay a fee to in... Period from 12/31/15 - 12/31/18 on qualitative information collected from the nomination form, and from! Stanley nor the Advisors pay a fee to the Financial Advisors future performance of SHOOK Research LLC and ranking... Ppd-Tmoij ) 8vjNf $ g '' L ; SqI @ Dd % FMo9CjHu of business ) awarded 2019!

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