Morgan Stanley Smith Barney

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

Morgan Stanley, founded in 1935, is a security brokerage firm that provides a variety of financial services to individual and business customers. It offers a range of services, such as asset allocation, financial counseling, property management and alternative investment. Its structured investment services are used to help clients achieve investment objectives by reducing the risk exposure of portfolios and providing access to a variety of assets, including stocks, bonds, interest rates, currencies and commodities. The firm also offers a range of credit and lending services for individual investors, including home financing and lending programs. The firm is located in Walnut Creek, Calif.

Stifel, based in San Jose, is a full-service brokerage and investment banking firm offering a wide range of financial services. The company caters to individual investors, professional money managers, businesses, and municipalities with services such as securities brokerage, investment banking, trading, and investment advisory. With a focus on providing comprehensive financial solutions, Stifel assists clients in navigating the complexities of the financial markets. Their expertise in securities brokerage and investment banking enables them to deliver tailored financial services to meet the diverse needs of their clientele. Generated from their website's infomation