Morgan Stanley is not affiliated with Coalition Greenwich. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. This ranking is not 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: Source: napa-net.org (October 2015) awarded in 2015. 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 ranking is not indicative of the Financial Advisors future performance. 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. [~Rr\kZ@XpKm)-@jsF"b $X|aTuj&TopVn4%z)?L`wD)+slp^n1rDd3/v Es]8_f 0.IjHDJ,{O44"K)ZYJ+T" z="]. For more information, see www.SHOOKresearch.com. xref Regular Employees. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. 2022 Holiday Calendar The Morgan Stanley Institutional Liquidity Funds (MSILF) will be closed for trading on the following days (All Share Classes): HOLIDAY CLOSED EARLY CLOSE1 New Year's Day 2021/ 2022 - Friday, December 31 (2021). Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. Rankings are based on the opinions of Barron's 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. 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: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. Investment performance is not a criterion. Morgan Stanley annual revenue for 2021 was $59.755B, a 22.56% increase from 2020. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. 2022 Forbes Americas Top Wealth Management Teams. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. 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: 2019 Forbes America's Top Wealth Advisors. Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next leveland provide confidence to your clients. 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. 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 Barron's 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. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. This ranking is not indicative of the Financial Advisors future performance. 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 ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Investment performance is not a criterion. Source: napa-net.org (November 2014) awarded in 2014. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. 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 SHOOK Research LLC to obtain or use the ranking. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. 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 Women Financial Advisors. 0000087774 00000 n 0000082150 00000 n For more information, see www.SHOOKresearch.com. These criteria are utilized for each of the categories in which this award is given. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. Investment performance is not a criterion. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. 2023 Forbes Best-In-State Wealth Management Teams. 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. 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. 320 0 obj <> endobj 2019 Barron's Top 50 Private Wealth Advisory Teams. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 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. Investment performance is not a criterion. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Source: Forbes.com (February 2022) 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 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. Source: planadviser.com (May 2021) awarded in 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. 0000015885 00000 n 0000006939 00000 n 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 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: 2018 Forbes America's Top Wealth Advisors. Financial Plannings Top 40 Under 40 asks brokerage firms to nominate their top young brokers. 2018 Forbes Best-In- State Wealth Advisors. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). [z8m *sA97 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; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. 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. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Investment performance is not a criterion. 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 Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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""). 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 9/30/19 - 9/30/20. 0000018076 00000 n Barrons Winners Circle Top Advisors Summit 2013. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 0000075316 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 9/30/21 - 9/30/22. 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: napa-net.org (November 2020) awarded in 2020. hl?,CakIWC !DDJ,1txTf1t40<3,!a,_ q{ Q". 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. Barron's Top Women Advisors Summit Attendees 2017-2019. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. {J*# ,9l0w,3]Gk7O$r-HL!!r 3{,p8MQ}&.b akLz]9qMrU Rh}Y2^[[}| |p=7zzIzz^{z^}^3kxa;`)q69k+{*_mehre++VYv,WtT8S'C~'l\WYu Xma Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 2020 - Sept 2021. 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 6/30/20 - 6/30/21. 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