Morgan Stanley Smith Barney Llc

Assets $329.7B Very Large
Clients 1,329,816 Very Large
Advisors 23,996 Very Large
Address: 
2000 Westchester Ave
Bldg Ld
Purchase, NY 10577
Phone:    (914) 225-1000

Find a Morgan Stanley Smith Barney Llc Advisor Near You

As of 3.11.13

Client Types

Available client info by % of assets under management are as follows:

Client Type Percentage of Assets
Individuals 75
High Net Worth Individuals 25
Corporations or Other Businesses 25
Charitable Organizations 25
Other 25

Client types are by firm and represent a percentage of assets under management. Client type information from Form ADV.

As of 3.11.13

Fees & Compensation

Compensation types are listed for Morgan Stanley Smith Barney Llc. Contact the advisor for individual fee structure details.

Fee Only

This firm is compensated by clients, often based on a flat fee or a percentage of client assets.

Subscription Fees

This firm receives compensation from periodicals or newsletters.

Commission

This firm is compensated by commissions from sales of financial products.

Fixed Fees

This firm charges a flat fee for services, which may vary from firm to firm.

Hourly

This firm offers services based on an hourly fee.

Performance-Based Fees

This firm can be compensated based on a share of capital gains on, or capital appreciation of, client assets.

As of 3.11.13

States Where Morgan Stanley Smith Barney Llc Operates

Registered in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT and WA.

While Morgan Stanley Smith Barney Llc is licensed to operate in 49 states and the District of Columbia, licenses for individual advisors may vary.

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