Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. 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 9/30/18 - 9/30/19. Barclays Capital Mortgage Backed Securities Bond (MBS) Index. Investment performance is not a criterion. Measures the performance of those Russell Mid cap companies with higher price-to-book ratios and higher forecasted growth values. Barclays Capital Long Term Government/ Credit Bond 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. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. We present the FT 400 as an elite group, not a competitive ranking. Barron's Top Women Advisors Summit Attendees 2020. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. We acknowledge that ranking the industry's top advisers from 1 to 400 would be futile, since each takes different approaches and. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Calculated by Lipper, Inc. and includes all funds that, by portfolio practice, seek long-term capital appreciation by investing at least 65% of total assets in emerging market equity securities, where emerging market is defined by a countrys GNP per capita or other economic measures. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Morgan Stanley Private Wealth Management Menlo Park California $10M $44.9B $125-175M $65-85M 8. Set themselves apart by offering comprehensive financial wellness benefits. 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. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. Source: planadviser.com (May 2019) awarded in 2019. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/19 - 3/31/20. 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. Women control a third of total U.S. household financial assets yet have often been overlooked by the financial industry. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. 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. The percentage of the funds equity securities representing each economic sector is compared to the percentage of securities held in the funds benchmark. 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. 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. REP. magazines Top 50 Wirehouse Women, October 1, 2014. Implementation of a Customized Wealth Strategy. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. Learn about our internships, analyst programs and job openings. 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 may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Investment performance is not a criterion. 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. 654 followers 500+ connections. 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 paid a fee to Plan Advisor in exchange for the rating. Includes issues in the form of publicly placed, coupon-bearing US Treasury debt. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. All bonds must be sovereign issues and be denominated in the relevant national currency and all bonds must have more than one year to maturity. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Investment performance is not a criterion. Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors awarded in 2017. Chicagos Notable Financial Advisers 2018. 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. 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. Investment performance is not a criterion. WM's network includes approximately 15,000 . Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. 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. Justin brings over 12 years of asset and investment management experience to the team's clients. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Boy, Morgan Stanley completely shattered that notion. Also see COMMON STOCKS. Source: ft.com (Mar 2017) 2017 Financial Times 400 Top Financial Advisors awarded in 2017. 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: 2016 Forbes America's Top Wealth Advisors. All bonds included in the High Yield Index must be dollar-denominated and nonconvertible and have at least one year remaining to maturity and an outstanding par value of at least $150 million. Source: napa-net.org (October 2018) awarded in 2018. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 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. Debt securities, such as bonds and money market instruments, with specified interest and principal payment dates and amounts. 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. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. 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 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. 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 Forbes America's Top Women Wealth Advisors. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. Los Angeles Metropolitan Area. This ranking is not indicative of the Financial Advisors future performance. Investments in short-term debt obligations issued by governments, banks and corporations. Bonds with the highest credit quality ratings are known as investment grade, and bonds with poor credit quality ratings are known as speculative.. Investment performance is not a criterion. A Down Capture Ratio of less than 100% indicates a fund outperformed the relative benchmark in the benchmarks negative quarters and protected more of a portfolios value during down markets. 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 3/31/17 - 3/31/18. Indicate representative stocks that comprise significant percentages of the funds investments. Annualized percentage change between the most recent actual fiscal year EPS and the 5-year EPS consensus forecast from I/B/E/S, a database of analysts estimates of future earnings for publicly traded companies. 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 was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. 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 2016. For more on methodology please go to www.ft.com/reports. This ranking is not indicative of the Financial Advisors future performance. 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 2018. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (June 2015) 2015 Barron's Top 100 Women Financial Advisors ranking awarded in 2015. 2017 Barron's Top 100 Women Financial Advisors. 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. 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 ownership interest of common and preferred stockholders in a company. 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 SHOOK Research LLC to obtain or use the ranking. Sub-index of the Merrill Lynch Treasury Master Index. An index fund, for example, would have an R2 of 1.0. 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. A breakdown of the portfolio between domestic and foreign securities may also be indicated. The award is the product of numerical scores in Greenwich Associates proprietary studies that are generated from the study interviews. Nominated advisors are then asked to complete an extensive survey. Illustrates how fixed-income funds have performed in various interest rate climates, including falling and rising rate periods. The risk is created by the possibility of a future drop in market interest rates. Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations. Investment performance is not a criterion. Statistical median of all of the securities capitalizations in a portfolio. Investment performance is not a criterion. 2011 Barron's Top 100 Women Financial Advisors. Barclays Capital Intermediate Government/ Corporate Bond Index. The return investors anticipate they will receive on an investment over some future period. Represents the average market capitalization of the stocks in the funds portfolio, but is weighted on the basis of the total market value of each companys outstanding shares. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Financial Plannings Top 40 Under 40 2022. Investment performance is not a criterion. Investment performance is not a criterion. Securities Agent: PR, UT, WA, FL, IL, NY, MI, WY, VA, TX, TN, SD, PA, OR, OH, NV, NM, NJ, NH, NC, MO, MN, MD, MA, KY, ID, HI, GA, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative. Short-term adjustments seek to capitalize on temporary market distortions. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. 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. Financial Times Top 401 Retirement Plan Advisors 2018. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. Investment managers use it as a measure of the firms profitability. 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. This ranking is not indicative of the Financial Advisors future performance. Welcome About PWM Approach Location Welcome 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. The objective of the index design is to divide constituents of an underlying MSCI Standard Country Index into a value index and a growth index, each targeting 50% of the free float adjusted market capitalization of the underlying country index. 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. The market value of a company. 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. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/16 - 9/30/17. PRIVATE WEALTH MANAGEMENT Ron Basu New York, NY View Website David Bieber 2018 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2017. Investment performance is not a criterion. A riskless investment; short-term U.S. Treasury securities are generally used as a proxy for a risk-free investment. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors awarded in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. A short-term debt obligation backed by the U.S. government with a maturity of less than one year. 2017 Forbes America's Top Women Wealth Advisors. 2019 Barron's Top 50 Institutional Consultants. U.S. Treasury obligations that mature in more than ten years. These criteria are utilized for each of the categories in which this award is given. 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. Compares the size of the companies whose stocks are held by the mutual fund to the size of the companies that comprise the funds benchmark. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 Working Mother Magazine. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2020 NAPA Top DC Advisor Multi-Office Firms. Source: Barron's.com (April 2010) 2010 Barron's Top 100 Financial Advisors awarded in 2010. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. For more information on ranking methodology, go to www.WCorg.com. 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 6/30/21 - 6/30/22. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010.
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