Morgan Stanley Wealth Management

Morgan Stanley Smith Barney is one of the leading wealth management firms in the global market. Based in Niskayuna, N.Y., the firm offers brokerage and investment advisory services as well as financial and wealth planning services. It provides credit lending services, cash management, annuities, insurance services, retirement plans and trust services. Morgan Stanley Smith Barney is a member of Securities Investor Protection Corporation (SIPC). In addition, the firm caters to numerous individuals, businesses and institutions.

Securities America, now operating under the name Osaic Securities, provides a range of financial services, including investment advisory and brokerage services, through its various affiliated firms. These firms are members of FINRA and SIPC, ensuring compliance and security in the financial industry. The company offers services through multiple entities, including Osaic Wealth Inc., Osaic Institutions Inc., and Triad Advisors LLC, among others. Their advisory programs are sponsored by VISION 2020 Wealth Management Corp, highlighting their commitment to comprehensive financial solutions. Generated from the website

Welcome to Merrill Lynch in Albany, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.