D&B Business Directory
Morgan Stanley Smith Barney LLC
Overview
Morgan Stanley
Sometimes it takes a complicated family tree to create stellar lineage. Morgan Stanley Smith Barney (doing business as Morgan Stanley Wealth Management, or MSWM) formed in 2009 as a joint venture between Morgan Stanley and Citigroup. MSWM is one of the world's largest retail brokerages, boasting $1.7 trillion under management and a network of almost 17,000 financial advisors. It serves individuals, businesses, and institutions, including brokerage ...
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and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, and retirement and trust services. Morgan Stanley upped its stake from 51% to 65% in 2012 as a prelude to acquiring the company outright.
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