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. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2016- Sept 2017. Source: planadviser.com (May 2016) awarded in 2016. 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 the Financial Times in 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. 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 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. Underpinning all that we do are five core values. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. does not reflect the fee waivers currently in effect. $ 0. 0FU`P:1T2P*`z9C70aRF7H| 017 7\ The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Investment performance is not a criterion. This award does not evaluate the quality of services provided to clients and is not indicative of this advisors future performance. Amenities include the Artisanal Fromagerie & Bistro, a 43-car parking garage and two banks. This is a profile preview from the PitchBook Platform. 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. 0AIj%>"\((x"E;R#Y;J9sr\{2O 2020 Barron's Top 50 Private Wealth Management Teams. Check the background of our firm and registered representatives on FINRA's BrokerCheck. 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. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th 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. We will help you create a well-rounded planning approach for retirement. For more on methodology please go to www.ft.com/reports. A monthly publication featuring the Global Multi-Asset Teams latest views on the economic and market environment and how best to position portfolios. 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. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. For additional important information, pleaseclick here. All rights reserved. Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors awarded in 2017. This ranking is not indicative of the Financial Advisors future performance. 2017 Forbes America's Top Wealth Advisors. For more information, see www.SHOOKresearch.com. 03/31/2023, As of SLR Capital Partners Renews and Expands at 500 Park Avenue hb```, Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. About AMLI Residential | History, Portfolio, Values 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2015 - Mar 2016. Financial Advisors must be under the age of 40 as of August 2013. 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 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. This ranking is not indicative of the Financial Advisors future performance. We will collaborate with you, your external tax and legal advisors to formulate tax and estate strategies. 2017 Barron's Top 100 Women Financial 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. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. 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: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). Located on Park Avenue between 32nd and 33rd Streets, the building is a convenient 10-minute walk to Grand Central Station and Pennsylvania Station and has a subway entrance just outside the building. 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 SHOOK Research LLC to obtain or use the ranking. 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 2018. News Ohio Police & Fire to invest $320m in infrastructure and non-core property. If these interest receivables and other assets were not reflected, the Daily Liquid Assets and/or Weekly Liquid Assets would be higher. 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. 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. Investment performance is not a criterion. Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. Subsidized (Sub.) 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. This ranking is not indicative of the Financial Advisors future performance. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. For more on methodology please go to www.ft.com/reports. As such, these ratings incorporate Moody's assessment of a fund's published investment objectives and policies, the creditworthiness of the assets held by the fund, the liquidity profile of the fund's assets relative to the fund's investor base, the assets' susceptibility to market risk, as well as the management characteristics of the fund. For more information on the award, go to http://www.aspa.org. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. If your browser does not render page correctly, please read the page content below, We use cookies. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 2020 - Mar 2021. Originally built in 1928 and renovated in 1989 and 2006, 2 Park Avenue is an architecturally significant building from the Art Deco era designed by Ely Jacques Kahn. Morgan Stanley Prime Property Fund Transaction - Sovereign Wealth Fund 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/19 - 6/30/20. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. Greenwich Associates 2018 Quality Leader Award. This ranking is not indicative of the Financial Advisors future performance. Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. FLOATINGNAV FUNDS: You could lose money by investing in the Fund. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 6/30/17 - 6/30/18. 2013 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. hb```a``a`f`bgf@ ar,al*@N&a2+Mefmh``Pb P |4'5V8d9jK}^Gb}f R'X+y4Ep3N2 2m" As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. We are taking advantage of the arbitrage between public and private markets and funds in need of liquidity, Morgan Stanley research analyst Tony Charles wrote in a December note. 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 have the experience and agility to partner with clients from individual investors to global CEOs. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. All credentials and designations are verified and nominee compliance records are verified. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. Morgan Stanley Distribution, Inc. 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. 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 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. Morgan Stanley Investment Funds - European Property Fund A + Add to watchlist LU0078113650:EUR Actions Price (EUR) 25.49 Today's Change 0.02 / 0.08% 1 Year change -28.70% Data delayed at. 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. Through understanding that each client has a unique profile and individual needs, Ileana helps them zero in on the banking and investment solutions that make sense for them. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, please visit:http://www.fitchratings.com/creditdesk/public/ratings_defintions/index.cfm, TheNational Association of Insurance Commissioners(NAIC) conducts credit analysis on securities for the purpose of assigning an NAIC designation and/ or unit price. News Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. 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. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The acquisition of 2 Park Avenue, with its institutional quality tenants, represents a unique opportunity to invest in the Manhattan office market, which is characterized by high barriers to entry, strong demand and limited new supply, said Dave Hardman, Managing Director and Head of U.S. Real Estate Investing, Morgan Stanley. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. 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. 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. For more information on ranking methodology, go to www.WCorg.com. Source: napa-net.org (November 2015) awarded in 2015. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Source: PLANADVISER.com, January/February 2019. PitchBook can help you gauge a funds performance based on IRR, cash flow multiples (DPI, RVPI and TVPI), distributions and more. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Wealth Management is part of the Informa Connect Division of Informa PLC. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. 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 Mar 2022 - Mar 2023. Standard & Poor's, Moody's, Fitch and NAIC ratings rate the investment quality of the fund's shares. 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. 2014 Financial Times 400 Top Financial Advisors. Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, smart, fast and flexible. For additional important information, please click here. This award was issued in 2014 and based on the evaluation process below. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. These criteria are utilized for each of the categories in which this award is given. Morgan Stanley Real Estate Investing raises 700m - PERE "NR" or "Not Rated" indicates that no rating has been requested, that there is insufficient information on which to base a rating, or that S&P does not rate a particular obligation as a matter of policy. The Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the Funds liquidity falls below required minimums because of market conditions or other factors. One of Blackstones biggest retail pushes, its Blackstone Real Estate Income Trust, limited how much money investors could take out in December. Hear their stories and learn about how they are redefining the terms of success. 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 Barron's and this ranking may not be representative of any one clients experience. Depending on the specific plan, you can choose from a range of investment strategies suited to your specific needs, objectives and time frame. In addition, Morgan Stanley Real Estate provides a complete range of market-leading investment banking services to its clients, including advice on strategy, mergers, acquisitions and restructurings, as well as underwriting public and private debt and equity financings. The rating may not be representative of any one clients experience and 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 Forbes (the publisher) during the period from 6/30/20 - 6/30/21. In addition to study interviews, the award is based on other criteria including assets under management and industry 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. Many investors seek meaningful ways to create a positive impact through the investments they make in their portfolio. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. Most investors are reducing exposure to ODCE funds, not abandoning their stakes. 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. Ultimately, we will measure your progress towards your planning goals of comfort, success, and well-being into and throughout retirement, and keep you updated along the way. Whether youre funding education, managing insurance risks, or looking to purchase a home, we are here to consider all of your objectives beyond retirement planning when building your financial roadmap. Investment performance is not a criterion. 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 2017- Sept 2018. With eDelivery, you'll get email notifications as soon as they're available on Morgan Stanley Online. Source: napa-net.org (October 2021) awarded in 2021. PDF Prime Property Fund The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. The fund is located in Singapore, Singapore and invests in Asia. 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. 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. 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. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. 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. 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. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. 0 Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 1980 GREG MUTZ AND JOHN ALLEN, TWO CHICAGO LAWYERS, FOUNDED AMLI REALTY CO. Morgan Stanley is not affiliated with Greenwich Associates. PRIME, a $6.3 billion diversified core real estate fund, is managed by Morgan Stanley Real Estate. 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. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. For more information on ranking methodology, go to, Source: Worth magazines Top 250 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. Sectors 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. 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. Prime Property Fund One of the longest-term core open-end funds - in its 47th PRIME is a core, fully-specified, open-end commingled real estate investment fund year of operation 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 Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. 2023 Forbes Americas Top Wealth Management Teams. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015.

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