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

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.

Website

morganstanleysmithbarney.com

Contact Data
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In The News
Business Wire
March 2, 2021
Morgan Stanley Wealth Management Names 18 Women and Advocates to MAKERS Class of 2021
Targeted News Service
December 31, 2020
Financial Industry Regulatory Authority Announces Interim Progress of Voluntary 529 Plan Share Class Initiative
Business Wire
December 9, 2020
Morgan Stanley and Robin Hood Launch Campaign to Support New York City Street Vendors
Business Wire
October 29, 2020
Morgan Stanley Honored with Three 2020 Money Management Institute/Barron's Industry Awards for Commitment to Social Justice, Digital Innovation, and Wealth Manager Platform of the Year
Business Insider
October 28, 2020
Long-term investors can look beyond current market turmoil as stocks could gain up to 12% in the next few months, a Wall Street investment chief says

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Executives & Employees
See More
Margaret Bozek

Owner

Elliot Glantz

Owner

Victoria Lesiw

Owner

Walid A. Chammah

Chairman Chief Executive Officer

Shelley O'Connor

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

Patrick J. McDonough

Managing Partner

Zoe Cruz

Co President

Robert W. Scully

Co President

James Henkel

Executive Director, Wealth Management, Private Wealth Advisor

Lin Dengxing

Executive Director

Board of Directors
Andrew Michael Saperstein

Chairman, President, Chief Executive Officer & Director at Morgan Stanley Smith Barney LLC (Investment Management)

James V. Bruno

Managing Director at Morgan Stanley

Benjamin Huneke

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

Jed Finn

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

James Troy Janover

Director & Managing Director at Morgan Stanley Investment Management, Inc.

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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
Nationwide Private Placement Variable Account

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

Investment Advisor
Campbell Multi-Strategy Trust

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

Investment Advisor
Carlyle Realty Partners VII LP

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

Transaction Advisors
Legal Advisor
Clifford Chance LLP

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

Investment Advisor
Morgan Stanley

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

Advisors & Consultants
Consultant
Robert B. Feduniak

Former Head, Global Risk Management at Morgan Stanley

Legal Advisor
James T. Barry III

President at The Barry Company

Real Estate Agent
Mike Phipps

Senior Vice President at CBRE Group, Inc.
Clients
DeSales University

THE MISSION OF DESALES UNIVERSITY IS TO PROVIDE MEN AND WOMEN WITH QUALITY HIGHER EDUCATION ACCORDING TO THE PHILOSOPHY OF CHRISTIAN HUMANISM AS DEVELOPED BY SAINT FRANCIS DE SALES AND HIS SPIRITUAL HEIRS. THE UNIVERSITY IMPARTS KNOWLEDGE ABOUT AND DEVELOPS TALENTS FOR PERSONAL, FAMILIAL, AND SOCIETAL LIVING. DESALES UNIVERSITY ENRICHES THE HUMAN COMMUNITY AND ENCHANCES THE DIGNITY OF THE INDIVIDUAL THROUGH ITS EDUCATIONAL ENDEAVORS. IN ITS WORK, THE UNIVERSITY FOSTERS A VITAL AND RESPECTFUL DIALOGUE BETWEEN ROMAN CATHOLIC FAITH AND HUMAN CULTURE.

The Florida Bar Foundation, Inc.

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.

Florida Agricultural and Mechanical University Foundation, Inc.

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
$1,000 - $4,999
2019
The Seeing Eye, Inc.

$1,000 - $4,999
2019
The San Diego Foundation

$2,500 - $4,999
2019
Youth Services of Glenview/Northbrook

Suppliers
NexJ Systems, Inc. Other Business & Consulting Services | Toronto, Canada

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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Harness the power of your relationships with RelSci Pro, the powerful platform for identifying relationship-driven business opportunities and connections that can propel your career forward.
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