Morgan Stanley Wealth Management

Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid-sized businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides securities brokerage and consumer, corporate and investment banking services.

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

Securities America, now operating as Osaic Securities, offers a range of financial and investment advisory services through its various affiliated entities, including Osaic Wealth Inc. and Osaic Institutions Inc., all of which are registered broker-dealers and members of FINRA and SIPC. The firm provides clients with access to a diverse array of financial products and services, while ensuring that its financial professionals adhere to industry standards and regulations. Osaic Wealth Inc. and its affiliates are committed to delivering independent financial advice tailored to the unique needs of their clients. Generated from the website