2017 Barron's Top 100 Women Financial Advisors. The Reorganization occurred on January 6, 2015. Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors ranking awarded in 2019. Morgan Stanley Wealth Management. %%EOF Nominated advisors are then asked to complete an extensive survey. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Management has no ownership stake in the fund. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 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. AMLI is a brand name representing high quality, exceptional service and superior value. 0 Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. 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. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. Regret makes us human. 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. 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. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Standard & Poor'smoney market fund ratings are forward-looking opinions about a fixed-income fund's capacity to maintain stable principal (net asset value). 2019 Barron's Top 50 Institutional Consultants. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. 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. The fund targets investments in the retail, multi-family, office and industrials properties. The contribution in the amount of $250,000 has been made to Opportunity Finance Network (OFN), MSIM's current diversity and inclusion partner for the Impact Class shares. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. HRKn[1Y{Q ` 8@` U H"#{$Zb;oKE",Q2u4\h[aut Q[7mBE c{ ,y1j3qc.K;P*M"KxW%`0.L2Lj8Me Dm7TDq.Y'8F:B6Pc g+Lc!O'7]m8`:[| ]C0'v8bGT$:;"d94g}JL%5aKTQ4-=HnJBv+S+KN3[l0{8dWV>J6`T xO w?}zU\$# rg Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Please read the prospectus carefully before investing. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This is not calculus. The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. Terms apply. As a global financial services firm, Morgan Stanley is committed to technological innovation. 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. Rank. Set themselves apart by offering comprehensive financial wellness benefits. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: planadviser.com (May 2011) awarded in 2011. The 2022 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. For more information, see www.SHOOKresearch.com. Morgan Stanley Real Estate Prime Property Fund is a real estate core fund managed by Morgan Stanley Real Estate 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. 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. 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. 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. How to live, learn, and move aheadwhatever you did or didnt do. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan. Ideas across disciplines uncover novel insights for sharper decision-making. Rankings are based on the opinions of Barron's 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. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Absent such waivers and/or reimbursements, returns would have been lower. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 NAPA to obtain or use the ranking. Current yield is a measure that looks at the current price of a bond instead of its face value and represents the return an investor would expect if he or she purchased the bond and held it for a year. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. Prime Property Fund is based out of Atlanta. 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. THE IMPACT OF PROPERTY TAXATION ON BUSINESS INVESTMENT IN ALBERTA - The POPULATION AND DEMOGRAPHIC PROJECTIONS FOR LOCHABER - November 2018. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Most investors are reducing exposure to ODCE funds, not abandoning their stakes. With Mark at point, The Carroll Group now manages over 500 million in assets (as 6/22/2022). This ranking is not indicative of the Financial Advisors future performance. 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: Source: napa-net.org (October 2015) awarded in 2015. At Morgan Stanley, we lead with exceptional ideas. 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 3/31/21 - 3/31/22. 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 2010 - Mar 2011. 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 Barron's during the period from Sept 2018- Sept 2019. This award was issued in 2015 and based on the evaluation process below. Source: planadviser.com (May 2014) awarded in 2014. 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. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Money market fund ratings are distinguished from the long-term credit-rating scale by the mmf rating subscript and range from AAAmmf to Bmmf. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Contact Information Fund Managers Morgan Stanley Morgan Stanley Real Estate Advisors Fund Manager Websites www.morganstanley.com Fund Category Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 - 3/31/21. Investment performance is not a criterion. 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. Investment performance is not a criterion. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. 27204 0 obj <> endobj 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 cut-off times for purchase and redemptions will be 8AM, 12PM, and 3PM ET. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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). 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. 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. 2022 Forbes Americas Top Wealth Management Teams. Other returns during that period include 21% for the Morgan Stanley Prime Property Fund, 19% for Invesco Core Real Estate USA, 18% for the JPMorgan Strategic Property Fund and almost 17% for the UBS Trumbull fund, according to Callan. Investment performance is not a criterion. Investment performance is not a criterion. - MORGAN STANLEY REAL ESTATE ADVISOR, INC. subscription required EXECUTIVE OFFICER ALLAN S. BUFFERD: subscription required DIRECTOR JOAN H. FALLON . 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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: 2017 Forbes Top 500 Next Generation Wealth Advisors. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance.
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