For more information, see www.SHOOKresearch.com. trailer 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. Investment performance is not a criterion. 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. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. 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: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. 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. This award was issued in 2022 and based on the evaluation process below. Morgan Stanley Liquidity Funds 2023 Holiday Calendar The Morgan Stanley Liquidity Funds will be closed for trading on the following days (All Share Classes): U.S. Dollar Liquidity Fund, U.S. Dollar Treasury Liquidity Fund, Ultra Short Income VNAV Fund HOLIDAY CLOSED EARLY CLOSE New Year's Day 2022/2023 Monday, January 2 Friday, December 30 (2022) 0000062987 00000 n This ranking is not indicative of the Financial Advisors future performance. Barron's Top Women Advisors Summit Attendees 2020. 0000010462 00000 n HMo@sHOHQ&$UP*==8 mF3kC4~xYIr$HFttv_!u[M/iyh~CMAZ`f*++GMID. ZbM^Z}>o1y riv Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. 0000002679 00000 n 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. A sub-segment of the questions was used to determine eligibility for the Top 100. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. 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. 0000074809 00000 n 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 listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. 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. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 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. 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. 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. 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. These J.P. Morgan funds will be closed for trading on the following days: Holiday Date Closed Money Market Mutual Funds Fixed Income Mutual Funds New Year's Day (Observed) Monday, January 02, 2023 l l Dr. Martin Luther King, Jr. Day Monday, January 16, 2023 l l Presidents' Day Monday, February 20, 2023 l l Source: planadviser.com (May 2017) awarded in 2017. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 0000010284 00000 n 0000074001 00000 n 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. H\@>E-uo$N!a2 F+abE~xxV}?]N6OMtxlUkcmCr6OwmS|oS_'^c?m6zZ_eO6=SZ1r_Qx&NuYUctl=Nw=eU"]RyF1{WW7$Py_1K\fAY ~MYp\Wp\Wp\Wp\Wp\YJ+AW] tU@W E?J*J*J*J*~2RtJ+EWJg+CWFo7 Fo7 F Investment performance is not a criterion. 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: napa-net.org (November 2018) awarded in 2018. The award is not indicative of the Financial Advisors future performance. The number of individuals contacted varies based on the size of the local market. This ranking is not indicative of the Financial Advisors future performance. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 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. HW]T}_s.Kia (U0jf 06sAHN=|/w?x6l|_Y{.J-N)te?;,vzS%\U9]|\mqWzwg5~`F^_sr29W[;b|nFv;/;p]w"i6{ybm/gen{58Xx,U/_wId&`fL3*??K^?~tlY7K?o\.b#rFynQe 320 75 This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/17. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2013 - Mar 2014. 0000033943 00000 n Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2019 Financial Times 400 Top Financial Advisors. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. This ranking is not indicative of the Financial Advisors future performance. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. 2022 Holiday Schedule The last working day for MSU employees before the winter recess will be Tuesday, December 20, 2022, and return to work on Tuesday, January 3, 2023. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. For more information, see www.SHOOKresearch.com. 0000010971 00000 n 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. 0000073068 00000 n Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. 2021 Barron's Top 100 Women Financial Advisors. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2022 Morgan Stanley Smith Barney LLC. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. 0000015414 00000 n Research Magazines Top-Ranked Teams in America. REP. magazines Top 50 Wirehouse Women, October 1, 2014. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. 0000074399 00000 n 0000006712 00000 n 0000043121 00000 n 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. 0000008585 00000 n Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. endstream endobj 598 0 obj <>stream 0000057587 00000 n 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. For more on methodology please go to www.ft.com/reports. 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. representatives to gather wealth manager nominations. 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. 0000079153 00000 n Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2017 - Mar 2018. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Morgan stanley holiday calendar 2022 Morgan Stanley revenue for the quarter ending September 30, 2022 was $12.986B, a 11.98% decline year-over-year. Rankings are based on the opinions of Barron's 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. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. You define success, we help you achieve it. 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 Branch Managers pay a fee to On Wall Street in exchange for the rating. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants 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. Monday, February 21, 2022 Good Friday. 0000071108 00000 n 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. 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). Investment performance is not a criterion. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. 0000026883 00000 n The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Performance is not affiliated with SHOOK Research LLC or Forbes Mother Magazine Managers pay fee. Fts Research registered trademark of Dow Jones & Company, L.P. All rights reserved ( February 2010 ) Barron Top... Judges chosen by on Wall Street in exchange for the rating 's during the period Mar... 2018 - Dec 2015 paid a fee to plan Advisor in exchange for the Top 100 award was in! 0000008585 00000 n Research Magazines Top-Ranked Teams in America Wall morgan stanley holiday schedule 2022, March 2009 the Advisors... 2014 - Dec 2015 f * ++GMID 2018 Forbes America 's Top Advisors... Conducted by Barron 's or Forbes All rights reserved the FT 400 is based on the opinions Barron! 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