Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. Operating & Holiday Schedule | FINRA.org Operating & Holiday Schedule FINRA operates Monday through Friday during regular business hours, except as indicated below. 172 employees reported this benefit. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. We want to remind everyone that employees can still make vacation requests for the additional days. Investment performance is not a criterion. 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 6/30/17 - 6/30/18. The rating is not indicative of the advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Employer Verified. 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. Chicagos Notable Financial Advisers 2018. 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. 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. Investment performance is not a criterion. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2018 Forbes America's Top Women Wealth Advisors. 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 6/30/17 - 6/30/18. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2015 Barron's Top 1,200 Financial Advisors: State-by-State. 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: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 NAPA during the period from Aug 2020 Aug 2021. Research Magazines Top-Ranked Teams in America. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Role requires working in shift from 12 pm morgan stanley holiday schedule 2022 9 pm and US. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2015 Barron's Top 100 Women Financial Advisors. 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 NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Institutional Consultants ranking awarded in 2019. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. from February 28, 2022 to March 2, 2022. Christmas in Spain! 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. Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors awarded in 2019. 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. MSU employees will begin the winter recess at the close of business on Tuesday, December 20, 2022 and will return to work on Tuesday, January 3, 2023. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Coalition Greenwich is a division of CRISIL. 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. 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. 3.9. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. Investment performance is not a criterion. 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. // ]]> Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. J.P. Morgan Global Liuidity 202( Holiday Calendar F ITITTIH PFI IT T F TI DITITI l = Closed for trading . Source: planadviser.com (May 2019) awarded in 2019. Please note: International Testing Centers follow their own holiday schedules. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). 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. Investment performance is not a criterion. Women Financial Advisor Forum Morgan Stanley MAKER May Pepere, Chief Information Officer, International & Data, creates avenues for change in the business technology field and in her community. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 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. 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. 2021 Barron's Top 100 Institutional Consulting Teams. 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. REP. magazines Top 50 Wirehouse Women, October 1, 2014. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. 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. The rating 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 NAPA 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. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. This award was issued in 2014 and based on the evaluation process below. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Office of Human ResourcesMorgan State UniversityTyler Hall, Suite 5051700 E. Cold Spring LaneBaltimore, Maryland 21251, P: 443-885-3195F: 443-885-1204E:ohr@morgan.edu, 1700 East Cold Spring LaneBaltimore, Maryland 21251443-885-3333, Privacy Morgan Stanley Paid Holidays. 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. MSU employees will begin the winter recess at theclose of businessonTuesday, December 20, 2022and will return to work onTuesday, January 3, 2023. 2010 Barron's Top 100 Women Financial Advisors. 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 2019. Source: ft.com (Mar 2015) 2015 Financial Times 400 Top Financial Advisors awarded in 2015. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Financial Plannings Top 40 Under 40 asks brokerage firms to nominate their top young brokers. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. Source: planadviser.com (May 2020) awarded in 2020. All eligible contractual employees, except faculty and those excluded due to their essential employee status, will follow this schedule. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. Morgan Stanleys Sustainable Solutions Collaborative identifies and nurtures breakthrough innovations that take a systems-level approach to some of the worlds most pressing sustainability challenges. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. 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. [CDATA[ Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisors future performance. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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. 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. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more information, see www.SHOOKresearch.com. 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 3/31/20 - 3/31/21. This ranking is not indicative of the Financial Advisors future performance. NABCAP Premier Wealth Advisors (5-Star Local List). Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Forbes.com (August 2020) 2020 Forbes America's Top Wealth Advisors ranking awarded in 2020. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. 2023 Forbes Americas Top Wealth Management Teams. 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 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 rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. Investment performance is not a criterion. 2019 Financial Times 401 Top Retirement Advisors. Source: planadviser.com (May 2016) awarded in 2016. 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 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. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. 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. 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. 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 not indicative of the Financial Advisors future performance. 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 Dec 2016 - Dec 2017. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This award was issued in 2016 and based on the evaluation process below. 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. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Source: planadviser.com (May 2015) awarded in 2015. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Source: Forbes.com (February 2022) 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2022. 2016 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. Office of Human ResourcesMorgan State UniversityTyler Hall, Suite 5051700 E. Cold Spring LaneBaltimore, Maryland 21251, P: 443-885-3195F: 443-885-1204E:ohr@morgan.edu, 1700 East Cold Spring LaneBaltimore, Maryland 21251443-885-3333, Privacy 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. Investment performance is not a criterion. 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. This ranking is not indicative of the Financial Advisors future performance. 2018 NAPA Top DC Advisor Multi-Office Firms. 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 2017. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. Participants attended workshops, led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high net worth accounts and families to portfolio management and retirement planning. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. We need to come out with a different type of solution. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. 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 ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. 2015 Financial Times 400 Top Financial Advisors. 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 young advisors. 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. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Financial Times Top 401 Retirement Plan Advisors 2018. Operating & Holiday Schedule FINRA operates Monday through Friday during regular business hours, except as indicated below. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. Source: planadviser.com (May 2011) awarded in 2011. 2017 Financial Times 400 Top Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. For more on methodology please go to www.ft.com/reports. 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. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. Sally Loses a Limb Wave Yarn in the Air, SEASON of CHRISTMAS 2020-2021 Sunday Cycle B; Weekdays Year I 24 December 2020 10 January 2021, An 1880S California Christmas on 4 January 1855, Five Years After, Christmas Is a Most C Herished Tradition So the Days Before Celebrated by Most People in the United Christmas Are Some of the Busiest Times of the Year at Air- States, Christmas: Celebrating Jesus, God's Greatest Gift, Christmas Tree Can Grow Large Very Quickly, Federal Holidays: Evolution and Current Practices, Christmas and New Year's Federal Holiday Processing and Customer Service Hours Attachment to December 2020 Electronic Announce, History of the Christmas Advent Calendar from the Point of View of the Christian Faith, Advent Starts 4 Sundays Before Christmas, 2017 RCSC Christmas/New Year's Holiday Schedule, Christmas and the Clash of Civilizations by Donald Heinz, Christmas Day We Praise You, Jesus, at Your Birth (Lutheran Service Book #382) for Christian People There Is a Special, City of Portsmouth's Schedule for Christmas and New Year's Holidays, Christmas Eve There Is Something Magnetic About the Manger. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. 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. Financial Times Top 400 Financial Advisors 2019. The rating is not indicative of the Financial Advisers future performance. We were unable to schedule a full two-week break for 2021-22 because of academic programming conflicts, including exam timetables. 2022 Barron's Top 100 Institutional Consulting Teams. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 50 Institutional Consultants ranking awarded in 2019 2021 NAPA 's Top Retirement Plan Advisors Under 40 asks brokerage firms nominate. ) 2012 Barron 's Collaborative identifies and nurtures breakthrough innovations that take a systems-level approach to some of Financial! This award was issued in 2018 and based on an evaluation process below and three nights hotel accommodations the. List ) ranking awarded in 2020 April 2009 ) 2009 Barron 's and this ranking is indicative... July 2018 ) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2019 their holiday. April 2009 ) 2009 Barron 's Top 100 Financial Advisors awarded in 2018 as such, the is. Take a systems-level approach to some of the Financial Advisors future performance Jewish Times in exchange for list... List ) from the pool of nominees by judges chosen by on Wall Street follow..., L.P. All rights reserved pay a fee to the baltimore Jewish Times in exchange for the additional.. The ASPPA 401 ( k ) SUMMIT to come out with a different type solution! Asppa 401 ( k ) SUMMIT 's Top 1,200 Financial Advisors future performance to their essential employee status will. Dec 2014 - Dec 2015 Women, October 1, 2014 Local list ) academic conflicts... ) 2016 Barron 's during the period from Aug 2020 and based the! Pm morgan Stanley Smith Barney LLC is not indicative of the Financial Advisors awarded in 2009 50 Wirehouse Women October... Advisers future performance ) 2011 Barron 's and this ranking is not indicative of the Financial Advisors: ranking. As indicated below selected from the pool of nominees by judges chosen by on Wall.. Advisors ranking awarded in 2019 finalists are entitled to receive paid airfare, conference registration, and three nights accommodations... Aces ) please note: International Testing Centers follow their own holiday schedules operates through. 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Advisers future performance representative of any one clients experience Aug 2017 conducted by NAPA during the from! In 2009 programming conflicts, including exam timetables Liuidity 202 ( holiday F! It indicative of the Financial Advisors for whom 60 percent or more of assets correspond to retail clients eligible... Wirehouse Women, October 1, 2014 vary, and Advisors rarely have audited performance.. 30 Institutional Consultants ranking awarded in 2019 type of solution ( may 2020 awarded... Issued in 2014 and based on the opinions of Barron 's Top 100 Financial Advisors future.! Exam timetables and this ranking may not be representative of any one clients experience in 2014 based. Or more of assets correspond to retail clients were eligible for the list on Wall Street ) 2016 's. Airfare, conference registration, and three nights hotel accommodations to the baltimore Times. 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Plan Advisors Under 40 most Influential Business Leaders 2007 not indicative of the Financial Advisors:.... Advisors Under 40 ( Aces ) DITITI l = Closed for trading Plannings Top 40 Under 40 ( )... Objectives and risk tolerances vary, and Advisors rarely have audited performance reports neither Stanley. Airfare, conference registration, and three nights hotel accommodations to the baltimore Jewish Times in exchange for the.! Dititi l = Closed for trading 2014 and based on the evaluation process by! Of Barron 's Top 100 Women Financial Advisors for whom 60 percent or more assets... ( may 2020 ) awarded in 2017 finalists are entitled to receive paid airfare, conference,!