Morgan Stanley Smith Barney LLC

Morgan Stanley Smith Barney LLC

Morgan Stanley Smith Barney LLC

Overview
Date Founded

2009

Headquarters

2000 Westchester Avenue 100 South Charles Street, 4th Floor Purchase NY United States 10577-2530

Type of Company

Private

Employees (Worldwide)

26K

Industries

Investment Banking & Brokerage
Other Business & Consulting Services
Accounting & Financial Services
Investment Services & Portfolio Management

Company Description

Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is a joint venture between Morgan Stanley and Citigroup.

Contact Data
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Executives & Employees

Owner President

Co-Chairman, Co-President & Co-Chief Executive Officer

Executive Director, Wealth Management

Executive Director, Senior Portfolio Manager & Financial Advisor

Executive Director

Executive Director

Executive Director, the Madison Group

Executive Director

Executive Director, the Balog Group

Board of Directors

Co-Chairman, Co-President & Co-Chief Executive Officer at Morgan Stanley Smith Barney LLC

Managing Director at Morgan Stanley

Managing Director & Head of Investment Solutions at Morgan Stanley Smith Barney LLC

Co-Head, Advisory Platforms & Solutions at Morgan Stanley Smith Barney LLC

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Morgan Stanley Smith Barney LLC
Recent Transactions
Details Hidden

Blackstone / GSO Secured Lending Fund raised money in a private placement transaction

Details Hidden

Oaktree Strategic Income II, Inc. raised money in a private placement transaction

Details Hidden

TCG BDC II, Inc. raised money in a private placement transaction

Transaction Clients
Investment Advisor

Advised on Nationwide Private Placement Variable Account raised money in a private placement transaction

Investment Advisor

Advised on Campbell Multi-Strategy Trust raised money in a private placement transaction

Investment Advisor

Advised on Carlyle Realty Partners VII LP raised money in a private placement transaction

Transaction Advisors
Legal Advisor

Advised onBridgepoint Advisers Ltd. purchases Quilter & Co. Ltd. from Citigroup, Inc., Morgan Stanley Smith Barney LLC

Investment Advisor

Advised onBridgepoint Advisers Ltd. purchases Quilter & Co. Ltd. from Citigroup, Inc., Morgan Stanley Smith Barney LLC

Advisors & Consultants
Consultant

Former Head, Global Risk Management at Morgan Stanley

Real Estate Agent

Senior Vice President at CBRE Group, Inc.

Legal Advisor

Partner at Davis Polk & Wardwell LLP

Clients

The Florida Bar Foundation, Inc. provides judicial services. It funds programs that expand representation and advocacy on behalf of low-income persons in civil legal matters, administration of justice and promote legal services to public. The company was founded in 1956 and is headquartered in Maitland, FL.

The Foundation's purpose is to aid in the advancement of the Florida Agricultural and Mechanical University's objectives and purposes.

Non-Profit Donations & Grants
Suppliers
NexJ Systems, Inc. Other Business & Consulting Services | Toronto, ON

NexJ Systems, Inc. is a software technology company, which engages in the provision customer management solution for the financial services industry. It offers customer relationship management, customer process management, customer data analytics and intelligence, data management consulting, and enterprise application platform products and services. The company was founded by William M. Tatham on July 27, 2001 and is headquartered in Toronto, Canada.

Paulette Carter Design, Inc. IT Consulting & Services | Portland, OR

Paulette Carter Design, Inc. provides interactive design, online marketing, and web application development services. Its services include research, insight and strategy, user experience strategy and design, technology development and data, analytics and reporting. The company was founded by Paulette M. Carter in 1996 and is headquartered in Portland, OR.

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