Morgan Stanley Financial Advisors

Morgan Stanley is a global financial services firm that provides investment banking, securities, investment and wealth management and credit services. It has a professional staff of more than 54,000 employees worldwide and operates over 600 offices in nearly 30 countries. The company provides a wide range of services, such as sales and trading, research, and investment banking and management. In addition, the company offers brokerage services that provide access to professionals who specialize in risk management and international operations. The firm clients include individual investors, companies, institutions and government agencies. Morgan Stanley, established in 1935, is located in San Jose, Calif.

Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in San Mateo, Calif., it offers a range of services in the categories, including investment banking, securities, investment management and wealth management services. The firm caters to a number of customers, such as corporations, governments, institutions and individuals from more than 1,200 outlets in 42 countries. Morgan Stanley Smith Barney LLC has membership with (SIPC) Securities Investor Protection Corp.

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.