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. 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 PLANADVISER or ISS Media to obtain or use the ranking. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. On Wall Streets Top 100 Branch Manager Honorees. Sterling Liquidity Fund New Year's Day Monday, 2 January (2023) - 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. 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. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. 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. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 2012 Barron's Top 100 Women Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. The number of individuals contacted varies based on the size of the local market. 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. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley is not affiliated with Coalition Greenwich. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. MARIOFAZIOS.COM Holiday Special 1 Holiday Special 2, Under the Tree: Eight Gifts Jesus Gives You at the Cross, FELIZ NAVIDAD! 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Coalition Greenwich is a division of CRISIL. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. 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. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. 2017 Financial Times 401 Top Retirement Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Nominees must be women retirement plan advisors with their own book of business. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. 2020 Barron's Top 50 Institutional Consulting Teams. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. This ranking is not indicative of the Financial Advisors future performance. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The rating may not be representative of any one clients experience. A sub-segment of the questions was used to determine eligibility for the Top 100. Investment performance is not a criterion. 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. Victoria Day - Monday, May 22, 2023. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. Source: napa-net.org (March 2022) awarded in 2022.
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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Investment performance is not a criterion. Investment performance is not a criterion. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. 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 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 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 9/30/15 - 9/30/16. Morgan State University, MSU employees will begin the winter recess at the. 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. 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 Barron's. representatives to gather wealth manager nominations. 2017 Forbes America's Top Women Wealth Advisors. 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. 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. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. Source: napa-net.org (October 2016) awarded in 2016. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The holiday period provides an opportunity for a number of necessary maintenance tasks requiring minor power outages. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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. 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. 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. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking 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. from February 28, 2022 to March 2, 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. 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. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. Investment performance is not a criterion. 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 6/30/15 - 6/30/16. 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 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. 2014 Barron's Top 100 Women Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Thanksgiving Day. 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 Mar 2015 - Mar 2016. 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 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. 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 PLANADVISER or ISS Media to obtain or use the ranking. 2020 Financial Times 400 Top Financial Advisors. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. 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 Mar 2009 - Mar 2010. 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 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: 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. 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. 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. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. 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. Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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