Morgan Stanley Smith Barney
Share on Facebook
Tweet this
Share on LinkedIn
Email to a Friend
Built on more than 130 years of experience, Morgan Stanley Smith Barney is recognized as one of the industry's premier global wealth management firms. The company provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services. Today, Morgan Stanley Smith Barney has more...
+ Read full Bio than 1,000 offices in countries around the world-giving clients the benefit of a broad global presence and a deep understanding of local markets that can affect investors thousands of miles away.
+ Read full Bio than 1,000 offices in countries around the world-giving clients the benefit of a broad global presence and a deep understanding of local markets that can affect investors thousands of miles away.
Specialties & Expertise
Specialties:
Tax-planning, Disability-insurance, Term-life-insurance, Estate-planning, Home-insurance, Annuities, Charitable-giving, Long-term-care-insurance, Financial-planning, Lending-services, Private-banking, Retirement-planning, Alternative-investments, Life-insurance, Investment-management, College-planning
Employees:
Approximately 14000
Best of the Web Resources and Reviews
Morgan Stanley Smith Barney ranked 10th out of the 12 in overall satisfaction based on the 2010 U.S. Full Service Investor Satisfaction study from J.D. Power and Associates. The highest rating factors for Morgan Stanley Smith Barney were for their Financial Advisors and Account Information. The lowest ratings for Morgan Stanley Smith Barney were for Investment Performance, Account Offerings, Commissions and Fees, and Website.
Morgan Stanley and Smith Barney (now one company called Morgan Stanley Smith Barney) ranked 12th and 13th, respectively, out of 17 brokerage firms in overall satisfaction in the most recent Consumer Reports Brokerage Firm Survey. Morgan Stanley and Smith Barney received an overall score of 75 and 74, respectively, out of 100, with readers evaluating Morgan Stanley and Smith Barney based on Account Service, Website, Phone Service and Personal Service.
Do you know of an unbiased review or rating that we should include for this company? Please let us know!
This WealthVisor.com Company Profile was created by WealthVisor.com and is about Morgan Stanley Smith Barney. This page is not endorsed by or affiliated with Morgan Stanley Smith Barney. For questions regarding Company Profiles, please contact us.
Financial Industry Regulatory Authority and Investment Advisor Public Disclosure
Morgan Stanley Smith Barney’s firm profile, history, licenses and registrations, and customer disputes or disciplinary history can be found at BrokerCheck, which is a service of the Financial Industry Regulatory Authority (FINRA), or, if the firm is an Investment Advisor, you can find similar information from the Investment Advisor Public Disclosure, which is provided by the SEC.
Financial Industry Regulatory Authority and Investment Advisor Public Disclosure
Morgan Stanley Smith Barney’s firm profile, history, licenses and registrations, and customer disputes or disciplinary history can be found at BrokerCheck, which is a service of the Financial Industry Regulatory Authority (FINRA), or, if the firm is an Investment Advisor, you can find similar information from the Investment Advisor Public Disclosure, which is provided by the SEC.
