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Wealth Management | Morgan Stanley Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC is a registered Broker Dealer, Member SIPC, and not a bank
Our History — Morgan Stanley They reached out to Citigroup CEO Vikram Pandit with a bold proposal: Morgan Stanley wanted to form a majority-owned joint venture with Citi’s Smith Barney unit with the goal of ultimately taking over the whole business For Citigroup, the deal would mean more capital and a likely boost in earnings
Morgan Stanley History In 2009, Morgan Stanley established a new broker-dealer that combined Morgan Stanley's Global Wealth Management Group with Citi's Smith Barney in the U S , Quilter in the UK and Smith Barney Australia retail units into a new wealth management firm
Mobile App Online Wealth Management | Morgan Stanley Send Money with Zelle® is available on the Morgan Stanley Mobile App for iPhone and Android Enrollment is required and dollar and frequency limits may apply Domestic fund transfers must be made from an eligible account at Morgan Stanley Smith Barney LLC (Morgan Stanley) to a US-based account at another financial institution
Online Financial Tools | Morgan Stanley Morgan Stanley Smith Barney LLC is a registered Broker Dealer, Member SIPC, and not a bank Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services
Microsoft Word - IS FAM MAP June 2010. doc - Morgan Stanley INTRODUCTION Morgan Stanley Smith Barney LLC (“MSSB”), through its Smith Barney channel (hereinafter referred to as “SB”) and its Consulting Group (“CG”) provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients
Account Transfer Form Clearing Number: 0015 - Morgan Stanley Direct Rollover (You are transferring assets as part of an eligible distribution from a Qualified Retirement Plan, IRA, 403(b) or Government 457 Plan to a Qualified Retirement Plan or IRA custodied with Morgan Stanley Smith Barney LLC (“Morgan Stanley”)