Eligibility & terms apply. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. Vice President, Wealth Management, Financial Advisor, Vice President, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist, Senior Vice President, Wealth Advisor, Senior Portfolio Management Director, Senior Vice President, Wealth Management, Wealth Advisor, Senior Investment Management Consultant, First Vice President, Wealth Management, Financial Advisor, Financial Advisor, Executive Director, Wealth Management, Portfolio Manager, First Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER, Financial Advisor, Financial Planning Specialist. This ranking is not indicative of the Financial Advisors future performance. These criteria are utilized for each of the categories in which this award is given. 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 3/31/17 - 3/31/18. Source: planadviser.com (May 2019) awarded in 2019. 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 to obtain or use the ranking. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. 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. 0 These waivers and/or reimbursements will continue for at least one year from the date of the applicable funds current prospectus (unless otherwise noted in the applicable prospectus) or until such time as the fund's Board of Directors /Trustees acts to discontinue all or a portion of such waivers and/or reimbursements. Securities Agent: WA, UT, TX, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NC, MT, VA, MS, MO, MN, MI, MD, MA, KY, IL, ID, HI, GA, FL, DE, CT, CO, CA, AZ, AR, SD, OK; General Securities Representative; Investment Advisor Representative. 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. Contact our team to learn more or click here for more details. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. This ranking is not indicative of the Financial Advisors future performance. At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. ea3+_/hvvP{^NUP{00dWi\JnAC9+,[svH200[}EL0@ +d3;uE`x2pg@, 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. Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, smart, fast and flexible. This ranking is not indicative of the Financial Advisors future performance. endstream endobj 27208 0 obj <>stream Global equities is represented by the MSCI All Country World Index. This ranking is not indicative of the Financial Advisors future performance. 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. 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 Reorganization occurred on January 6, 2015. This ranking is not indicative of the Financial Advisors future performance. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 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 Barron's during the period from Mar 2015 - Mar 2016. 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. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals. 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. 2017 Forbes America's Top Women Wealth Advisors. Web page addresses and e-mail addresses turn into links automatically. 2019 Forbes Best-In- State Wealth Advisors. 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. 2020-01-24T14:45:00Z. 2013 Financial Times 400 Top Financial Advisors. 2017 Financial Times 400 Top Financial Advisors. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. 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. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Morgan Stanley Real Estate is comprised of three major global businesses: Investing, Banking and Lending. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. $ 0. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Subject to change daily. 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. Mark has experienced both up and down markets, with strategies designed to create and preserve his clients wealth. 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. James Kenary. 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. 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. Important Ratings Disclosures Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Owning our communities for the long-term allows us to build an enduring commitment to our residents and the neighborhoods they call home. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 Barron's to obtain or use the ranking. Youll have access to some of the worlds most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. The management team follows a multi-pronged investment process with respect to credit risk, interest rate risk and liquidity. Source: Crains New York Business, December 7, 2020. We leverage Morgan Stanleys Portfolio Risk Platform and the risk analytics integrated into their proprietary platform applications to leverage dynamic risk insights across thousands of risk factors. The Morgan Stanley Institutional Liquidity Funds (MSILF) Prime Portfolio seeks preservation of capital, daily liquidity and maximum current income. Source: planadviser.com (May 2016) awarded in 2016. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Washingtonian Magazine Wealth Manager Award 2012. Securities are reviewed on an ongoing basis to maintain or improve creditworthiness, taking into consideration factors such as cash flow, asset quality, debt service coverage ratios and economic developments. Subsidized (Sub.) This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. 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. Calculated by dividing the Annual Cash Inflows / Market Price. 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. Performance data quoted represents past performance, which is no guarantee of future results, and current performance may be lower or higher than the figures shown. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. 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 6/30/16 - 6/30/17. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street 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. Spokespeople for PGIM, Morgan Stanley, JPMorgan, Invesco and UBS declined to comment on their funds performance or redemptions. 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. Were going to end up with some valuation decline, but its not going to be earth shattering.. Underpinning all that we do are five core values. 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. Learn more. PRIME is a core, fully-specified, open-end commingled real estate investment fund diversified by property type and location designed to provide a stable, income- driven rate of return over the long term with potential for growth of income and appreciation of value. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. 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. These criteria are utilized for each of the categories in which this award is given. The rating is not indicative of the 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. Investment performance is not a criterion. 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: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). 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 the Financial Times in to obtain or use the ranking. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. 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. For more on methodology please go to www.ft.com/reports. We can help you integrate these themes into your investment strategy. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. This ranking is not indicative of the Financial Advisors future performance. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. 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. We currently own and manage over 25,000 apartment homes in nine U.S. markets. 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. 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. 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. 2019 NAPA Top DC Advisor Multi-Office Firms. Macro and thematic insights shaping the global investment landscape. PRIME, a $6.3 billion diversified core real estate fund, is managed by Morgan Stanley Real Estate. 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. 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. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. 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. News 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 for placement on its rankings. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Expenses are based on the fund's current prospectus. 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 advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. 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 Morgan Stanley Smith Barney LLC. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. 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. It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products. The 7-day effective yields are annualized net yields that describe 1-year earnings assuming dividends are reinvested at the average rate of the last 7 days. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. The building appeals to a variety of tenants given the varied floor plate size. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. 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. 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. Homestead Capital USA is a real asset fund acquiring row and permanent crop farmland in the U.S. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors 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. Morgan Stanley Distribution, Inc. serves as distributor for the Morgan Stanley Institutional Liquidity Funds. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. 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 the Financial Times during the period from 6/30/16-6/30/19. 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. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. Absent such waivers and/or reimbursements, returns would have been lower. We have the experience and agility to partner with clients from individual investors to global CEOs. Provide an Outstanding Living Environment for Our Residents. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. mo.r u@GN~Ss{sE|VHEhFX#g"!nV"BQ3C \+tJ:V.54:ouv{.~p-\I6Y~RJ nHK'@~eAI'i Contact Information Fund Managers Morgan Stanley Morgan Stanley Real Estate Advisors Fund Manager Websites www.morganstanley.com Fund Category 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. 0AIj%>"\((x"E;R#Y;J9sr\{2O 2021 Forbes Best-In- State Wealth Advisors. After completing his 5-year Navy enlistment aboard the USS Harry S Truman (CVN-75) in 2012, Derrick moved back to California and joined Siemens Healthcare as a superconductive magnet engineer. Financial Times Top 401 Retirement Plan Advisors 2018. The firm was founded in 2012 and is based in San Francisco, CA. Source: planadviser.com (May 2022) awarded in 2022. Home Page | Municipal Employees Retirement System of Louisiana 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 9/30/21 - 9/30/22. 2022 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2014 - Mar 2015. Source: Washingtonian, November 2012. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Net Asset Value (NAV)is the dollar value of a single mutual fund share, based on the value of the underlying assets of the fund minus its liabilities, divided by the number of shares outstanding. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Investment performance is not a criterion. Accordingly, WAL reflects how a portfolio would react to deteriorating credit (widening spreads) or tightening liquidity conditions. GUIDE SUMMARY RENEWABLE ENERGY PROJECTS IN TUNISIA - May 2019 Version - Ministre de l Economic Impact Analysis of Clean Energy Development in North Carolina-2021 Update, TGT 401(k) Summary Plan Description & SMM Resumen de la descripcin del plan, Apollo Global Management Investor Presentation - May 2019, Ifo WORKING PAPERS 331 2020 - ifo Institut, A submission to the Treasury in response to the discussion paper: "Saving in New Zealand - Issues and Options" From ANZ New Zealand December 2010, PRINCIPLES AND PRACTICES OF FINANCIAL MANAGEMENT (PPFM) - Long Term Fund Excluding 'The Closed Funds' - Royal London, Commercial Real Estate Financing Fraud - Financial Crimes Enforcement Network, Life Sciences Under the Microscope - EMEA July 2021 - V, GILEAD ESTATE PLANNING PROPOSAL - Campbelltown City Council. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. 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 not indicative of the Financial Advisors future performance. 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. 2022 Morgan Stanley Smith Barney LLC. Includes all wholly owned debt and PRIME's proportionate share of joint venture debt. 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. 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. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last years Top 40 Advisors and from distributors working with the advisors. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. endstream endobj startxref Investment returns and principal value will fluctuate and fund shares, when redeemed, may be worth more or less than their original cost. 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 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 services described on this website may not be available in all jurisdictions or to all persons. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. 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 award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Ideas across disciplines uncover novel insights for sharper decision-making. This ranking is not indicative of the Financial Advisors future performance. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. Morgan Stanley Investment Management (MSIM) has made its initial charitable contribution related to the Impact Class shares. Source: napa-net.org (November 2015) awarded in 2015. 2013 Barron's Top 100 Women Financial Advisors.
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