Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2018 Financial Times 400 Top Financial Advisors. 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. The award 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. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. 2018 Barron's Top 1,200 Financial Advisors: State-by-State. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. DHR-State_Holiday_Schedule_2022-2023.pdf (96.14 KB) File Format. These criteria are utilized for each of the categories in which this award is given. 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 SHOOK Research LLC to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 Barron's during the period from Dec 2020 - Dec 2021. 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 Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For more on methodology please go to www.ft.com/reports. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. 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 to obtain or use the ranking. 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. Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors awarded in 2017. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. Investment performance is not a criterion. 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. We Are Morgan Stanley | We Are Southern New Jersey | Dedicated to giving back to the communities where we live and work. 2014 Financial Times 400 Top Financial Advisors. 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. 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: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. 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 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. 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. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Thursday, November 24, 2022. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. 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 2022. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2014 Barron's Top 100 Women Financial Advisors. Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. 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 was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information on NABCAPs methodology, go to nabcap.org. 2022 Forbes Best-In- State Wealth Advisors. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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. For more information, see www.SHOOKresearch.com. On Wall Streets Top 75 Branch Managers 2018. 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 6/30/20 - 6/30/21. Copyright 20082023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. Current Vice President in Boston, MA, Massachusetts, Current Software Developer in Boston, MA, Massachusetts, Current Risk Analyst in Baltimore, MD, Maryland. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. All credentials and designations are verified and nominee compliance records are verified. This ranking is not indicative of the Financial 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 ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2017. 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. 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 ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan State University, Holiday Schedule -- Contractual Employees. This award was issued in 2014 and based on the evaluation process below. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. 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 Sept 2016- Sept 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. 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