Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. We also understand that there is no family that is exactly like yours. 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. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Cash interest regularly received on fixed income investments and cash dividends regularly received on stocks. Nominees must be women retirement plan advisors with their own book of business. Measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 01 / 05 now playing 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. 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. Covers the universe of fixed rate, non-investment-grade debt. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominees must be women retirement plan advisors with their own book of business. These criteria are utilized for each of the categories in which this award is given. 2018 Barron's Top 100 Women Financial Advisors. 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 is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (October 2020) awarded in 2020. Top Five Currencies (International Funds Only). Source: napa-net.org (October 2022) awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more on methodology please go to www.ft.com/reports. The individual or firm responsible for the day-today decisions involving an investment portfolio. Source: napa-net.org (October 2019) awarded in 2019. For more on methodology please go to www.ft.com/reports. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million.
The FT 400 Top Financial Advisers | Financial Times Job Title Client Services Associate Location California Average salary $67,640 per year 34% Above national average Average $67,640 Low $33,000 High $114,000 Salary estimated from 7 employees, users, and past and present job advertisements on Indeed in the past 12 months. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Includes securities in the Government and Credit Indices. This award was issued in 2017 and based on the evaluation process below. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. 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. 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. 2023 Forbes Best-In-State Wealth Management Teams. 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 6/30/19 - 6/30/20. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. 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. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities Group ("ISG"), Global Wealth Management via Wealth Management ("WM"), and Asset Management. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. We present the FT 400 as an elite group, not a competitive ranking.
Rockefeller Hires $4.6-Mln Morgan Stanley Private Wealth Team in Los 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. Market-capitalization-weighted benchmark that tracks the performance of all world government bond markets in the Citigroup World Government Bond Index except the United States. 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. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Source: napa-net.org (October 2018) awarded in 2018. Source: napa-net.org (November 2017) awarded in 2017. 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 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 list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. The P/E ratio for a stock is determined by dividing the stock price by earnings per share. 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. 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The risk is created by the possibility of a future drop in market interest rates. 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 PLANADVISER or ISS Media to obtain or use the ranking. Morgan Stanley (NYSE:MS) announced the appointment of Todd Locicero as Regional Manager of the Firm ' s Private Wealth Management (PWM) office in Los Angeles. Represents the internal rate of return of the bonds in a funds portfolio assuming the bonds interest is reinvested, and the bonds are held to maturity. 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 Barron's during the period from Dec 2020 - Dec 2021. 2015 Financial Times 400 Top Financial Advisors. Investment performance is not a criterion. He also assists Darren, Harry, and Justin with portfolio analysis, financial modeling, and fund manager due diligence. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. Composed of publicly issued, fixed rate, non-convertible domestic debt in three major classifications: industrial, utility, financial, as well as the domestic debt of the U.S. Government of any agency thereof. Investment performance is not a criterion. 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. 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. Best-In-State Wealth Management Teams (2023) California - Los Angeles Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22. Is a market-capitalization-weighted benchmark that tracks the performance of the 22 government bond markets of Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Japan, the Netherlands, Norway, Poland, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom, and the United States. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 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 SHOOK Research LLC to obtain or use the ranking. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Barclays Capital Mortgage Backed Securities Bond (MBS) Index. 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 not indicative of the Financial Advisors future performance. Barclays Capital Intermediate Government/ Credit Bond Index. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. 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. Measures the performance of those Russell 2500 companies with lower price-to-book ratios and lower forecasted growth values. 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 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 NAPA Top DC Advisor Multi-Office Firms. 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. For many fixed income securities, it represents the amount that must be repaid by the borrower upon maturity. 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 SHOOK Research LLC to obtain or use the ranking. Unweighted average of weekly auction offering rates of 90-Day Treasury Bills. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. 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. A fund with a positive Excess Return has on average outperformed its benchmark on a quarterly basis. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012.
Morgan Stanley Client Services Associate Salaries in California Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 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. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. Investment performance is not a criterion. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Financial Plannings Top 40 Under 40 asks brokerage firms to nominate their top young brokers. A representative sample of 500 leading companies in leading industries of the U.S. economy. Please see MSCI Growth/Value Indices for definition. Calculated by Lipper, Inc. and includes all funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a 3-year weighted basis) less than 250% of the dollar-weighted median of the smallest 500 of the middle 1,000 securities of the S&P SuperComposite 1500 Index. 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. Weighted average of the interest rates on the bonds the issuers promise to pay the fund if held to maturity, expressed as a percentage of face value. 2017 Forbes America's Top Wealth Advisors. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Coalition Greenwich Quality Leader Award 2021. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. The 2019 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Securities Agent: PR, UT, NH, NY, ID, WY, WA, VA, TX, TN, SD, PA, OR, OH, NV, NM, NJ, NC, MO, MI, MD, MA, KY, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, MN; General Securities Representative; Investment Advisor Representative. 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. MSCI Emerging Equity Markets Gross Dividend Index. 2013 Barron's Top 1,000 Financial Advisors: State-by-State. 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 3/31/20 - 3/31/21. 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. Covers the mortgage-backed pass through securities of Ginnie Mae (GNMA), Fannie Mae (FNMA), and Freddie Mac (FHLMC). P/E ratios can be interpreted as how much an investor is willing to pay for one years earnings. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. Source: planadviser.com (May 2016) awarded in 2016. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Citigroup Non-U.S. Government Bond Index (Un-Hedged). 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 654 followers 500+ connections. This ranking is not indicative of the Financial Advisors future performance. 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 3/31/16 - 3/31/17. 2019 Financial Times 400 Top Financial Advisors. For more information on ranking methodology, go to www.WCorg.com. We are here to help you create and implement truly comprehensive, multigenerational strategies, based on your unique circumstances, to help you protect what you have and live the life you choose. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. These criteria are utilized for each of the categories in which this award is given. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. The index is designed to be a highly liquid and diversified benchmark for commodities as an asset class. 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: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. 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 9/30/17 - 9/30/18. Quantifies the volatility associated with a given product. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. 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. Measures the performance of those Russell Mid cap companies with higher price-to-book ratios and higher forecasted growth values. Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. Implementation of a Customized Wealth Strategy. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. Source: Washingtonian, November 2012. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 2023 Barron's Top 100 Institutional Consulting Teams. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: planadviser.com (May 2017) awarded in 2017. This ranking is not indicative of the Financial Advisors future performance. A measure of inflation. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. 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. An abbreviation for the Morgan Stanley Capital International Europe, Australasia and Far East Index, an index of overseas stock 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. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Unlike Beta, which measures volatility relative to the aggregate market, Standard Deviation measures the absolute volatility. 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: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). Citigroup World Government Bond Index (WGBI) (Hedged).
Morgan Stanley : Morgan Stanley Private Wealth Management Names Todd 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 3/31/21 3/31/22.