Morgan Stanley Smith Barney LLC (Invt Mgmt) disclosed in a filing on December 31, 2019 that it increased its stake in Apple, Inc.
Feb 19, 2020
Institutional Holdings Changes
Morgan Stanley Private Wealth Management provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations. As Morgan Stanley’s premier service for individuals and families with significant means, Private Wealth Management specializes in providing clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and endowments.
In The News
Keeping them in their seats : Pulling out of the broker protocol proved to be just one part of multipronged strategies byMorgan Stanley and UBS to reduce broker attrition. So far, their plans seem to be working.
Nov 12, 2018 - InvestmentNews
Morgan Stanley shows off new tech suite : Firm believes goals-planning system will attract new clients and help brokers offer advice and monitor risk
Jun 18, 2018 - InvestmentNews
Jul 19, 2017 - PR Newswire