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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Source: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2009 - Mar 2010. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research 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. 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. 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. Learn about Stanley Black & Decker Paid Holidays, including a description from the employer, and comments and ratings provided anonymously by current and former Stanley Black & Decker employees. This ranking is not indicative of the Financial Advisors future performance. Office of Human Resources Holiday Schedule Regular Employees All non-academic personnel, except employees of the Physical Plant and Police Department will follow this schedule. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. Outside of Canada: 613-238-5335 Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. Source: Research magazines Top-Ranked Teams in America, as identified by Research magazine, uses quantitative and qualitative criteria and selects from a pool of over 3,000 nominations. 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 the Financial Times in to obtain or use the ranking. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Operating & Holiday Schedule | FINRA.org Operating & Holiday Schedule FINRA operates Monday through Friday during regular business hours, except as indicated below. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to the Financial Times in exchange for the rating. Source: Workingmother.com (September 2020) 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2020. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2012 - Dec 2013. Investment performance is not a criterion. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Source: napa-net.org (October 2022) awarded in 2022. 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. 2020 Financial Times 401 Top Retirement Advisors. 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 is not affiliated with Greenwich Associates. 18 Nov 2019. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. 2018 NAPA Top DC Advisor Multi-Office Firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2007 - Dec 2008. Eligible part-time employees earn leave at half the rate of full-time employees. 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. Investment performance is not a criterion. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. Investment performance is not a criterion. We need to come out with a different type of solution. Investment performance is not a criterion. 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 young advisors. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. 2010 Barron's Top 100 Women Financial Advisors. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 6/30/18 - 6/30/19. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. 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 3/31/22 - 3/31/23. For more information, see www.SHOOKresearch.com. 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. This award was issued in 2016 and based on the evaluation process below. 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: 2016 Forbes America's Top Wealth Advisors. 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. // ]]> Assets under management are as of the end of the first quarter 2014. 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 2019. Reuters accepts nominations from Financial Advisors. 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. 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. 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 Barron's during the period from Mar 2016 - Mar 2017. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. 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. 2020 Barron's Top 50 Private Wealth Management Teams. 2017 Financial Times 400 Top Financial Advisors. For more information, see www.SHOOKresearch.com. 2019 Barron's Top 100 Women Financial Advisors. 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). For more information on ranking methodology, go to www.WCorg.com. Investment performance is not a criterion. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. 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. The rating 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 NAPA to obtain or use the ranking. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2023 Forbes Americas Top Wealth Management Teams. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. 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. For more information, see www.SHOOKresearch.com. 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. 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. Source: planadviser.com (May 2018) awarded in 2018. Friday, November 11, 2022. Contact Us Glassdoor is your resource for information about the Paid Holidays benefits at Morgan Stanley. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 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. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 2022 Barron's Top 100 Women Financial Advisors. 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 NAPA to obtain or use the ranking. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Source: planadviser.com (May 2016) awarded in 2016. 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 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 Barron's to obtain or use the ranking. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. Women Financial Advisor Forum Morgan Stanley MAKER May Pepere, Chief Information Officer, International & Data, creates avenues for change in the business technology field and in her community. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. 401kWire's 300 Most Influential DC Advisors 2011. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Learn about Morgan Stanley Paid Holidays, including a description from the employer, and comments and ratings provided anonymously by current and former Morgan Stanley employees. Morgan Stanley Atlantic City Branch Office You define success, we help you achieve it 1601 New Road 1st Fl Northfield, NJ 08225 US Get Directions Link Opens in New Tab Branch: (609) 383-2000 (609) 383-2000 Toll-Free: (800) 776-6258 (800) 776-6258 Branch Manager Megan L. Vanesko Phone: (609) 383-2015 (609) 383-2015 Find a Financial Advisor Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. Washingtonian Magazine Wealth Manager Award 2012. Investment performance is not a criterion. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. 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.
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