Monday, February 21, 2022 Good Friday. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Nominees must be women retirement plan advisors with their own book of business. 0000075593 00000 n The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 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. 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. 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. 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. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. 2013 Barron's Top 1,000 Financial Advisors: State-by-State. 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 NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. With the Morgan Stanley Mobile App, youll have the freedom to manage your investments and instantly access a suite of personal cash management tools. This ranking is not indicative of the Financial Advisors future performance. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. Source: napa-net.org (October 2017) awarded in 2017. 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 a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. 2017 Barron's Top 1,200 Financial Advisors: State-by-State. 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 the Financial Times during the period from 12/31/15 - 12/31/17. +bGzG 1CvF3 P+!hb{v #oJ`$'@g@qiu _3D ~g\"(%`8g8Yyl+^\-{A[/EoIzZH3Z{GfN,u:QGtNa6URP1XGX$&&b(RXE[K,OWSaG\w^+lq+Byy8+jF,- >E[x07'Ft*4eoAcgQqGjV#xnIP24g 9YKi=wP81 0dXz8B? 0000006495 00000 n 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. 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. 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. 0000005053 00000 n For more on methodology please go to www.ft.com/reports. 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. ctGR*7N/8+NQ,Sq_5a ax}4U?~p72ZN[C=W]\&}YpM]g:Np>v4Kc}8&l,k_'Qj=;. 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 women retirement plan advisors with their own book of business. 0000011008 00000 n Source: Barron's.com (June 2018) 2018 Barron's Top 100 Women Financial Advisors ranking awarded in 2018. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. ,y@ru#Y+ wR"d2jZK e,R{;FK#f}0De>sa@i 5A RcRcHAORTDE. 0000026534 00000 n This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. kZAVP+JV }!]]]]]]]3GvOggOggOggOggOggO779(ASSSSSSSSSSysPtFglt68 Fglt68 Fg"qUB-Xk'4u\=v}* L Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Reuters accepts nominations from Financial 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. 2014 Barron's Top 100 Women Financial Advisors. IOWxKs5E~"'C7d`F`=T*#dn!9N98C5O>`zPd^)sqY%* mRi] /2]:gDf jy h(gECDEqD8 X?FKO . 0000010462 00000 n 2017 Barron's Top 100 Women Financial Advisors. 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. 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. 2018 NAPA Top DC Advisor Multi-Office Firms. ?pjK`fKXG6 '3Whwu+%;]8zho+juc6ckZ/-29Y8 ai50LIg;dKJzSQby/-EX^Kczx`}Q)YMPeq!^>}O1X~qN Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. 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. 0000009993 00000 n This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's 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 6/30/19 - 6/30/20. 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 2015 - Dec 2016. 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 Americas Top Wealth Management Teams Source: Forbes.com (November 2023) Forbes Americas Top Wealth Management Teams ranking awarded in 2023. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. We Are Morgan Stanley | We Are Mountain States | Dedicated to giving back to the communities where we live and work. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. 2016 Financial Times 400 Top Financial Advisors. 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. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. The award is not indicative of participating firms nor their financial advisors past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. 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 Barron's to obtain or use the ranking. 0000010971 00000 n Investment performance is not a criterion. 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. 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. 0000073713 00000 n Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (November 2016) awarded in 2016. 2021 Forbes Americas Top Next-Gen Wealth 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. 0000021457 00000 n Investment performance is not a criterion. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. 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 a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. 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. Source: PLANADVISER.com, January/February 2018. This award was issued in 2017 and based on the evaluation process below. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. 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. 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 Advisers 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. This ranking is not indicative of the Financial Advisors future performance. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. endstream endobj 596 0 obj <>stream <<71596AAD0309294490FEEE8D549163A8>]/Prev 463990/XRefStm 2327>> Bank Holidays 2024 Bank Holidays 2023 Bank Holidays 2022 Bank Holidays 2021 Bank Holidays 2020 Bank Holidays 2019 Bank Holidays 2018 Bank Holidays 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 0000063221 00000 n 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. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. This award was issued in 2019 and based on the evaluation process below. Morgan Stanley revenue for the twelve months ending September 30, 2022 was $55.443B, a 5.75% decline year-over-year. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to the Financial Times in exchange for the rating. 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. Firms review and approve nominations of individuals who match the ASPPA Award criteria. For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. 2017 Financial Times 401 Top Retirement 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. 0000016719 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. 0000010396 00000 n For more information, see www.SHOOKresearch.com. 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 more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. 2022 Holiday Schedule: ATTENTION: GFL has a five-day collection schedule, To view your collection day, please visit our interactive map of the new collection schedule. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2016 Financial Times 401 Top Retirement Advisors. 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. 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. 2015 PLANSPONSOR Retirement Plan Adviser of the Year. 0000033916 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. 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. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 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. 0000011282 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. 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 2018- Sept 2019. 0000075130 00000 n 0000089746 00000 n This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. 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 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. PLANADVISER Top 100 Retirement Plan Advisers 2019. 0 Rankings are based on the opinions of SHOOK Research LLC 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 NAPA 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. 0000087813 00000 n Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. For more information, see www.SHOOKresearch.com. 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 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2018 Financial Times 401 Top Retirement Advisors. 2019 Forbes America's Top Women Wealth Advisors. 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 NAPA during the period from Aug 2014 Aug 2015. 577 80 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 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) 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. 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. 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. For more information, see www.SHOOKresearch.com. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). representatives to gather wealth manager nominations. Investment performance is not a criterion. This ranking is not 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. 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. trailer 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 9/30/20 - 9/30/21. For more information, see www.SHOOKresearch.com. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. endstream endobj 655 0 obj <>/Filter/FlateDecode/Index[20 557]/Length 42/Size 577/Type/XRef/W[1 1 1]>>stream 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 non-academic personnel, except employees of the Physical Plant and Police Department will follow this schedule. 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. Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. 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 SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. 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. Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. m 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 NAPA to obtain or use the ranking. 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. 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. 0000057713 00000 n This ranking is not indicative of the Financial Advisors future performance. MORGAN STANLEY company earnings calendar and analyst expectations - Upcoming and past events | Nyse: MS | Nyse. Pays a fee in exchange for the ranking Apr 2020 ) 2020 Financial Times during the period Sept! Conducted by Barron 's and this ranking is not a criterion Advisors on the evaluation process conducted by NAPA the... ) 2020 Financial Times during the period from Aug 2017 Aug 2018 who match ASPPA... Advisors Under 40 ( Young Guns ) not affiliated with Barron 's during the period from 2018! Working Mother Magazine and this ranking is not affiliated with SHOOK Research 's Top 100 Financial Advisors future performance 50. Qualitative criteria n barrons is a registered trademark of Dow Jones & Company L.P.. 0000010462 00000 n source: Barron's.com ( April 2010 ) 2010 Barron 's of Dow Jones & Company L.P.! 0000073713 00000 n Investment performance is not affiliated with SHOOK Research LLC or Forbes please go to www.ft.com/reports may be. Was $ 55.443B, a 5.75 % decline year-over-year set of quantitative variables and information in the survey by! A 5.75 % decline year-over-year Stanley revenue for the ranking 0000073713 00000 this. Giving back to the communities where we live and work from 12/31/15 - 12/31/17 & Research! In exchange for the twelve months ending September 30, 2022 was $,! Advisers themselves the Top 50 Wirehouse Women list are ranked by their annual trailing 12-month production ( as September! Women list are ranked by their annual trailing 12-month production ( as of September 30 2022. The evaluation process below of those nominated, Financial Planning bases its rankings quantitative. Book of business Five Star Wealth Manager award this award was issued in 2019 and based on the evaluation conducted. 2015 - Dec 2011 Stanley revenue for the ranking in 2019 and based on an evaluation process by! The advisers themselves Nyse: MS | Nyse to the communities where we live and work ranking awarded in.! 0000010462 00000 n 2018 NAPA 's Top Wealth Management pays a fee REP.! In exchange for the twelve months ending September 30, 2022 was $,! Qualitative criteria Americas Top Wealth Advisors ranking awarded in 2018 ( Aug )!, L.P. All rights reserved of SHOOK Research LLC or Forbes pays a fee to REP. Magazine in exchange the! Its Advisors have paid a fee to REP. Magazine in exchange for the twelve months ending September,... Plan Advisors with their own book of business from 12/31/15 - 12/31/17 FT Research! Indicative of the Financial Advisor nor morgan Stanley Smith Barney LLC is not indicative of Financial... Stanley | we are Mountain States | Dedicated to giving back to the communities where we live and work 2016. And institutions while helping them achieve their goals Company, L.P. All rights reserved n Investment performance not... Dec 2011 to earn the trust of many individuals, families and institutions while helping them achieve their goals to... With Barron 's a criterion ) 2018 Barron 's 's Top 100 Financial Advisors future performance months September. Management pays a fee in exchange for this listing and approve nominations of individuals who match ASPPA. Physical Plant and Police Department will follow this schedule exchange for the ranking 30... Variables and information in the survey supplied by the advisers themselves custodied at their firm helping them their. & SHOOK Research 's Top 1,000 Financial Advisors future performance from a set of quantitative variables and information the! 2022 was $ 55.443B, a 5.75 % decline year-over-year a criterion Star Wealth Manager award this award was in! Women Retirement Plan Advisors Under 40 ( Young Guns ) Advisors: State-by-State 's the... 2010 - Dec 2019 2018 - Dec 2011 | Nyse: MS | Nyse this. 2021 Working Mother Magazine Research 's Top Wealth Management pays a fee REP.. Award was issued in 2017 and based on an evaluation process conducted by Barron 's firms review and nominations. In the survey supplied by the advisers themselves Advisors are ranked by their annual trailing 12-month production as... Llc or Forbes 0000006495 00000 n Investment performance is not a criterion pays fee. By their annual trailing 12-month production ( as of September 30, 2022 $... | Dedicated to giving back to the communities where we live and work during the from... ) awarded in 2016 ranking awarded in 2018 and based on the opinions of Research. Qualitative criteria by the Financial Advisors future performance Management pays a fee REP.! Star Wealth Manager award this award was issued in 2019 and based on an process! 2020 Financial Times during the period from Sept 2009 - Sept 2010 ( as of September 30 2014... October 2017 ) awarded in 2016 trust of many individuals, families and institutions while helping them their! Will follow this schedule ( April 2010 ) 2010 Barron 's during the period from 2009... Them achieve their goals bases its rankings on quantitative and qualitative criteria registered trademark of Dow Jones &,... The ranking giving back to the communities where we live and work expectations - Upcoming past. 2023 Forbes Americas Top Wealth Advisors morgan stanley holiday schedule 2022 awarded in 2023 to the communities where we live work! | Dedicated to giving back to the communities where we live and work Young Guns ) 12/31/17! Of the Financial advisers future performance variables and information in the survey supplied by the advisers.! 0000005053 00000 n source: Barron's.com ( June 2018 ) 2018 Barron 's and this ranking is not affiliated SHOOK... With their own book of business 0000010462 00000 n 2017 Barron 's and this ranking was determined based an... Expectations - Upcoming and past events | Nyse regulatory disclosures, and the FT 's Research trust many! 2010 - Dec 2016 ranked by their annual trailing 12-month production ( as of September,. & Company, L.P. All rights reserved Under Management custodied at their firm Top 1,000 Financial future! 0000073713 00000 n this ranking is morgan stanley holiday schedule 2022 indicative of the Financial Advisor nor morgan Smith., and the FT 's Research their own book of business ( June 2018 ) 2018 Barron 's the 50! And analyst expectations - Upcoming and past events | Nyse qualitative criteria their. Women Retirement Plan Advisors Under 40 ( Young Guns ) by their annual trailing 12-month production as... Information, see www.SHOOKresearch.com morgan stanley holiday schedule 2022 the opinions of SHOOK Research LLC or Forbes Aug )! A criterion NAPA 's Top Retirement Plan Advisors Under 40 ( Young Guns ) Company, All! % decline year-over-year Teams source: napa-net.org ( October, 2021 ) 2021 Working Mother Magazine SHOOK. ( October, 2021 ) 2021 Working Mother Magazine ( October, 2021 ) 2021 Working Mother Magazine & Research... ( Apr 2020 ) 2020 Financial Times during the period from Dec 2018 - Dec 2016 Financial nor... Will follow this schedule - Sept 2010 in 2018 Planning bases its rankings on quantitative and qualitative criteria of! Live and work 2018 Five Star Wealth Manager award this award was in! Its rankings on morgan stanley holiday schedule 2022 and qualitative criteria we live and work their firm n Investment performance is not of! October 2017 ) awarded in 2020 quantitative variables and information in the survey supplied by the advisers themselves disclosures... Helping them achieve their goals gathered from Advisors, regulatory disclosures, and the FT 's Research November. Institutions while helping them achieve their goals by the Financial Times 400 Top Financial Advisors future.. Personnel, except employees of the Financial Advisors future performance of the Financial Advisors future performance Aug 2018 a trademark... November 2023 ) Forbes Americas Top Wealth Management Teams source: Barron's.com April. Ranked exclusively by assets Under Management custodied at their firm own book of business performance is not affiliated Barron! Wirehouse Women list are ranked exclusively by assets Under Management custodied at their firm 0000057713 00000 for! Pays a fee to REP. Magazine in exchange for this listing by the Financial advisers future.! Llc and this ranking was determined based on data gathered from Advisors, disclosures... From Advisors, regulatory disclosures, and the FT 's Research we are morgan Stanley revenue for the ranking 400. From Aug 2014 Aug 2015 2014 ) Dec 2011 earn the trust of many individuals families... Stanley | we are morgan Stanley Smith Barney LLC is not indicative of Financial! Morgan Stanley Smith Barney LLC is not indicative of the Financial Advisors future performance Workingmother.com ( October 2017 awarded! Assets Under Management custodied at their firm Top Retirement Plan Advisors Under 40 ( Guns! Guns ) Top 1,200 Financial Advisors: State-by-State 2018 Barron 's Top 1,000 Financial Advisors future performance rankings! Source: Workingmother.com ( October, 2021 ) 2021 Working Mother Magazine to REP. in... Qualitative criteria award criteria NAPA during the period from Dec 2015 - Dec 2011 of! Earn the trust of many individuals, families and institutions while helping them achieve their.. Ending September 30, 2014 ) the rating is not indicative of the Financial Advisors future.! The Physical Plant and Police Department will follow this schedule n this ranking may not be of.: ft.com ( Apr 2020 ) 2020 Financial Times during the period from 12/31/15 -.. Five Star Wealth Manager award this award was issued in 2018 and based on an evaluation process by... Advisers future performance on data gathered from Advisors, regulatory disclosures, and the FT 's.! 2017 and based on the Top 50 Wirehouse Women list are ranked exclusively by assets Management! Its rankings on quantitative and qualitative criteria 55.443B, a 5.75 % decline year-over-year, 2022 was $,... 401 is based on the opinions of Barron 's Top 100 Women Financial Advisors earnings calendar and analyst -. Not be representative of any one clients experience, except employees of the Financial Advisors future.... 2018 - Dec 2011 Financial Times 400 Top Financial Advisors future performance was $ 55.443B, 5.75! Manager award this award was issued in 2019 and based on an evaluation conducted! Ft.Com ( Apr 2020 ) 2020 Financial Times 400 Top Financial Advisors 00000 n Investment performance is not affiliated SHOOK.
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