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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 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. For more information, see www.SHOOKresearch.com. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. 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. (August 2008) A list of Western films released from 1955 to 1959. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. 2015 Financial Times 400 Top Financial Advisors. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. 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. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. Add a paid profile Teams do not pay a fee for placement on Forbes Top Advisor rankings,. 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 3/31/21 3/31/22. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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 ISS Media during the period from 1/1/14 12/31/14. Eligibility & terms apply. 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. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. This ranking is not indicative of the Financial Advisors future performance. Research Magazine's 130 Top-Ranked Advisor Teams in America. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. Source: Crains New York Business, December 7, 2020. 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: 2021 Forbes America's Top Wealth Advisors. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. This ranking is not indicative of the Financial Advisors future performance. February 22, 2021. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Alan Whitman Morgan Stanley Wealth Management Pasadena, California Learn about Top Advisor Directory Is this you? For more information, see www.SHOOKresearch.com. Anthony Quinn, Katy Jurado, Peter Whitney, Douglas Fowley, John Larch, Whit Bissell, Douglas Spencer. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. All credentials and designations are verified and nominee compliance records are verified. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. 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 not indicative of the Financial Advisors future performance. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience . Charlton Heston - of part English descent. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 2017 Barron's Top 30 Institutional Consultants. 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: Source: planadviser.com (May 2013) awarded in 2013. Investment performance is not a criterion. 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 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). This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. Source: Washingtonian, November 2012. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. 2022 Barron's Top 100 Private Wealth Management Teams. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. 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. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Source: planadviser.com (May 2022) awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's future performance. This ranking 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 6/30/19 - 6/30/20. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. chairman and CEO of Morgan Stanley. This ranking is not indicative of the Financial Advisors future performance. 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. Learn more. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Read more factors supporting sustainable investing. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Investment performance is not a criterion. For more information on the award, go to http://www.aspa.org. - Alan Whitman. 2014 Barron's Top 100 Women Financial Advisors. 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. 2020 Financial Times 401 Top Retirement Advisors. Lee Harvey Oswald nacque il 18 ottobre 1939 a New Orleans, in Louisiana, in una famiglia della medio-piccola borghesia statunitense.Il padre mor poco prima della sua nascita, e la madre Marguerite si trov a dover crescere da sola tre figli: John Edward Pic (nato il 17 gennaio 1932 dal precedente matrimonio con Edward John Pic, Jr.), Robert (nato il 7 aprile 1934) e . Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 Barron's to obtain or use the ranking. For more information, see www.SHOOKresearch.com. Morgan Stanley Wealth Management , Neighbor Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. 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. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last years Top 40 Advisors and from distributors working with the advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Financial Advisors must be under the age of 40 as of August 2013. 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. The rating is not indicative of the Financial Advisers future performance. Investment performance is not a criterion. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 NAPA to obtain or use the ranking. , August 5, 2013 April 2017 ) 2017 Barron 's and ranking... 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