![]() ![]() Customer Service line at the number below. ![]() 10 at MSSB offices in New York City.Ĭopyright ©2023 Dow Jones & Company, Inc. Morgan Stanley Smith Barney LLC (Morgan Stanley) reserves the right in its. Morgan Stanley Financial Advisors, Private Wealth Advisors, and Morgan Stanley Virtual Advisors (collectively, Financial Advisors) are licensed representatives of Morgan Stanley Smith Barney LLC. but they don't get it all," McMillan told CIO Journal in an interview Sept. Morgan Stanley, our parent company, offers wealth management, financial planning, investment advice, securities research, and market insights. Morgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved program at any time and without notice. McMillan said this process is unwieldy because advisers have too much data to cover. services, including a comprehensive fee waiver and access to a dedicated toll-free number for the Reserved Client Service Center. Advisers skim financial opportunities from the 450 reports the firm's equity analysts produce daily, as well as from third-party firms such as BlackRock and Oppenheimer Funds, to make recommendations to anywhere from 100 to 400 households each day. Smith Barney is an Equal Opportunity Employer M/F/D/V. Our US-based International Client Advisors often focus on a specific country or region, understand the culture and recognize the varying. Morgan Stanley International Wealth Management focuses on the financial needs of entrepreneurs, executives and professionals living outside the US. ![]() MSSB, a joint venture between Morgan Stanley and Citigroup formed in 2009, employs 17,000 advisers who manage $1.7 trillion in assets for four million clients. Addressing the Challengesof Managing Wealth Across Borders. If you are outside the United States, you can call collect at 1 (801) 617-9150. If you need assistance, please contact the Client Service Center at 1 (888) 454-3965, 24 hours a day, 7 days a week. From 2009 through 2015, for 15, 152 advisory client accounts, MSSB inadvertently charged advisory fees in excess of what had been disclosed to, and agreed by, its legacy Citi Smith Barney clients. A group of 100 financial advisers for Morgan Stanley Smith Barney is testing predictive software to improve the quality of recommendations they make on stocks, fixed income securities and municipal bonds said Jeff McMillan, head of the advisor platform and digital strategy group for MSSB. ENRL109 : Click continue to access the Morgan Stanley Online log in page. MSSB Inadvertently Overcharged Fees to Legacy Citi Smith Barney Advisory Accounts 7. ![]()
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