morgan stanley holiday schedule 2022
This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. endstream endobj 330 0 obj <>stream {J*# ,9l0w,3]Gk7O$r-HL!!r 3{,p8MQ}&.b akLz]9qMrU Rh}Y2^[[}| |p=7zzIzz^{z^}^3kxa;`)q69k+{*_mehre++VYv,WtT8S'C~'l\WYu Xma Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. 2018 Barron's Top 50 Institutional Consultants. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (October 2019) awarded in 2019. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. endstream endobj 596 0 obj <>stream Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. endstream endobj 321 0 obj <>/Metadata 6 0 R/Pages 5 0 R/StructTreeRoot 8 0 R/Type/Catalog/ViewerPreferences<>>> endobj 322 0 obj >/PageTransformationMatrixList<0[1.0 0.0 0.0 1.0 -8.3622 -396.0]>>/PageUIDList<0 3702>>/PageWidthList<0 595.276>>>>>>/Resources<>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageC]/Properties<>/XObject<>>>/Rotate 0/StructParents 0/TrimBox[0.0 0.0 595.276 841.89]/Type/Page>> endobj 323 0 obj [324 0 R] endobj 324 0 obj <>/Border[0 0 0]/H/N/Rect[46.0 55.3449 472.954 41.7449]/Subtype/Link/Type/Annot>> endobj 325 0 obj <> endobj 326 0 obj <> endobj 327 0 obj <> endobj 328 0 obj [/ICCBased 341 0 R] endobj 329 0 obj <>stream Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 0000006712 00000 n Source: ft.com (Apr 2019) 2019 Financial Times 400 Top Financial Advisors awarded in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 0000008585 00000 n This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2013 Aug 2014. This award was issued in 2013 and based on the evaluation process below. PLANADVISER Top 100 Retirement Plan Advisers 2020. Nominees must be women retirement plan advisors with their own book of business. trailer Investment performance is not a criterion. Source: napa-net.org (November 2017) awarded in 2017. This ranking is not indicative of the Financial Advisors future performance. 2013 Financial Times 400 Top Financial Advisors. Morgan Stanley's most recent quarterly dividend payment of $0.7750 per share was made to shareholders on Tuesday, November 15, 2022. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. 2020 Forbes Best-In- State Wealth Advisors. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2022 Forbes America's Top Wealth Advisors. 2018 NAPA Top DC Advisor Multi-Office Firms. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. 0000048440 00000 n Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. 0000074399 00000 n The invitation-only conference was held virtually. Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. REP. magazines Top 50 Wirehouse Women, October 1, 2014. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 - 3/31/23. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: planadviser.com (May 2018) awarded in 2018. 0000057587 00000 n 0000072819 00000 n PLANADVISER Top 100 Retirement Plan Advisers 2018. Firms review and approve nominations of individuals who match the ASPPA Award criteria. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2013. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 0000073434 00000 n Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2014. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Morgan Stanley's most recent ex-dividend date was Friday, October 28, 2022. This ranking is not indicative of the Financial Advisors future performance. 2019 Barron's Top 50 Private Wealth Advisory Teams. For more information, see www.SHOOKresearch.com. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 2016 Financial Times 400 Top Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. 401kWire's 300 Most Influential DC Advisors 2011. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This award was issued in 2016 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2014 - Mar 2015. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. Investment performance is not a criterion. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. All eligible contractual employees, except faculty and those excluded due to their "essential employee" status, will follow this schedule. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. Investment performance is not a criterion. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. 0000057953 00000 n Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. 0000072519 00000 n 0000031113 00000 n These J.P. Morgan funds will be closed for trading on the following days: Holiday Date Closed Money Market Mutual Funds Fixed Income Mutual Funds New Year's Day (Observed) Monday, January 02, 2023 l l Dr. Martin Luther King, Jr. Day Monday, January 16, 2023 l l Presidents' Day Monday, February 20, 2023 l l This exclusive conference is designed to promote best practices and generate new ideas across the industry. For more information, see www.SHOOKresearch.com. Eligible full-time contractual employees may receive paid holidays, annual leave days, and personal/sick leave days. NABCAP Premier Wealth Advisors (5-Star Local List). 2010 Barron's Top 1,000 Financial Advisors: State-by-State. PLANADVISER Top 100 Retirement Plan Advisers 2019. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. Source: REP. magazine, October 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. All eligible contractual employees except faculty and those excluded due to their "essential employee" status will follow this schedule. This ranking is not indicative of the Financial Advisors future performance. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. 2020 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. :Y&M|?F7#|})oZ!o4hTkVIO7 o,y&k}O-J\o 0 HW]T}_s.Kia (U0jf 06sAHN=|/w?x6l|_Y{.J-N)te?;,vzS%\U9]|\mqWzwg5~`F^_sr29W[;b|nFv;/;p]w"i6{ybm/gen{58Xx,U/_wId&`fL3*??K^?~tlY7K?o\.b#rFynQe Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. 2022 Morgan Stanley Asia Webinar Series: 2023 Internship Recruitment Processes and Tips. 0000013446 00000 n 0000057473 00000 n 2018 PLANSPONSOR Retirement Plan Adviser of the Year. 0000073068 00000 n Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. 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