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Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating. The expected return often differs from the investors realized return. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. A sub-segment of the questions was used to determine eligibility for the Top 100. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. Backward-looking calculation based on earnings for the prior 12-month period. The Credit Index includes publicly issued U.S. corporate and foreign debentures and secured notes that meet specified maturity, liquidity, and quality requirements. An index fund, for example, would have an R2 of 1.0. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. 2022 Forbes Americas Top Wealth Management Teams. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 PLANADVISER or ISS Media to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Measures an international funds volatility relative to its benchmark. 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 SHOOK Research LLC to obtain or use the ranking. These criteria are utilized for each of the categories in which this award is given. NABCAP Premier Wealth Advisors (5-Star Local List). 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. We help individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. Source: planadviser.com (May 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. Free float-adjusted market capitalization index that is designed to measure equity market performance in the global emerging markets. 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 2016- Sept 2017. Full Time position. All credentials and designations are verified and nominee compliance records are verified. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Opportunities for Students and Graduates Ready to launch your career with us? Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 2021 Barron's Top 100 Private Wealth Management Teams. 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. 2021 Forbes America's Top Women Wealth Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. PLANADVISER Top 100 Retirement Plan Advisers 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Rankings are based on the opinions of SHOOK Research LLC 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. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. Read to learn more. Provide important information about the fund. 2020 Forbes America's Top Wealth Advisors. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. PLANADVISER Top 100 Retirement Plan Advisers 2018. After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform. 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 3/31/18 - 3/31/19. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. 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. 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. Source: napa-net.org (November 2015) awarded in 2015. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. 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 SHOOK Research LLC to obtain or use the ranking. Country Value/Growth indices are then aggregated into regional Value/Growth indices. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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 2009 - Dec 2010. 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. 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, 2020. Additionally, he focuses on business development and marketing efforts and has been doing so with the team for over 8 years. Measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. 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 ISS Media during the period from 1/1/10 12/31/10. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. 2011 Barron's Top 100 Women Financial Advisors. PRIVATE WEALTH MANAGEMENT Ron Basu New York, NY View Website David Bieber 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: planadviser.com (May 2011) awarded in 2011. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: planadviser.com (May 2020) awarded in 2020. Last updated: February 18, 2023 The teams are ranked on a variety of factors, including their size and shape, their. Stocks of companies whose earnings are expected to grow rapidly. Unsecured debt generally issued by companies to meet short-term financing needs. A short-term debt obligation backed by the U.S. government with a maturity of less than one year. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Includes all Real Estate Investment Trusts (REITs) that are publicly traded and members of the three major stock exchanges (NYSE, AMEX and NASDAQ). 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. Creation of Customized Strategic Asset Allocation. The P/E ratio for a stock is determined by dividing the stock price by earnings per share. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. An attempt to sell investments before they decrease in value and buying them when they are about to increase in value. 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 on ranking methodology, go to www.WCorg.com. 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. 2018 Barron's Top 1,200 Financial Advisors: State-by-State. . Morgan Stanley Smith Barney LLC is not affiliated with Barron's. In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. 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: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. 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. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above.
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