Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2020. Find 94 listings related to Morgan Stanley in Washington on YP.com. 2018 Barron's Top 50 Institutional Consultants. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/17 - 3/31/18. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Washingtonian Magazine Wealth Manager Award 2012. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Participants attended workshops, led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high net worth accounts and families to portfolio management and retirement planning. Investment performance is not a criterion. Washington The Reim Group - Morgan Stanley. Truist Bank branch at 300 Pennsylvania Ave Se, Washington, DC with opening hours, phone number, and more information including directions, map, and nearby locations. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Bank 51 Branch and ATM Locations ICBC Bank 884 Branch and ATM Locations Credit Suisse Bank 326 Branch and ATM Locations The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/16 - 3/31/17. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. This ranking is not indicative of the Financial Advisors future performance. (202) 292-5485. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. For more information, see www.SHOOKresearch.com. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This award was issued in 2012 and based on the evaluation process below. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. Investment performance is not a criterion. 1747 Pennsylvania Ave NW, Ste 900 Washington, DC 20006 171.22 mi. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Tracy Tang is the Senior Complex Risk Officer in the DC-Annapolis Complex. NABCAP Premier Wealth Advisors (5-Star Local List). Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Directions Phone +1.202.739.3000 Fax +1.202.739.3001 The Morgan Lewis Washington, DC office represents clients whose interests are affected by nearly every facet of the law involving the intersection of business and governmentin the United States and around the globe. This ranking is not indicative of the Financial Advisors future performance. Claim this business (202) 292-5494. See reviews, photos, directions, phone numbers and more for Morgan Stanley locations in Washington, DC. Investment performance is not a criterion. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Financial Plannings Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). Morgan Stanley Private Wealth Management Washington PWM Branch Office 1747 Pennsylvania Ave NW Ste 900 Washington, DC 20006 Get Directions Branch: (202) 292-5400 Branch Manager Tige J. Soderberg Phone: (202) 292-5400 Email Me Find a Private Wealth Advisor Morgan Stanley Washington PWM Branch 1 This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/21 - 6/30/22. These criteria are utilized for each of the categories in which this award is given. This ranking is not indicative of the Financial Advisors future performance. Source: napa-net.org (October 2022) awarded in 2022. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. Morgan Stanley has dedicated advisors in Pennsylvania who are ready to help you meet your wealth management goals. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: planadviser.com (May 2013) awarded in 2013. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Financial Plannings Top 40 Under 40 2022. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Morgan Stanley in Washington, DC 20004. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 2021 Forbes America's Top Women Wealth Advisors. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron's Top Women Advisors Summit Attendees 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2016- Sept 2017. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/19 - 3/31/20. 2020 Financial Times 400 Top Financial Advisors. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2019 Forbes America's Top Wealth Advisors. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. None of the information on this page has been provided or approved by Morgan Stanley. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. This award was issued in 2013 and based on the evaluation process below. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/15 - 9/30/16. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. Chris Leo is the Associate Complex Manager in Washington, D.C., with responsibility for managing the wealth management business across downtown Washington, Annapolis, and the Eastern Shore of Maryland. Investment performance is not a criterion. Morgan Stanley Bank 51 Branch and ATM Locations ICBC Bank 884 Branch and ATM Locations Credit Suisse Bank 326 Branch and ATM Locations . This award was issued in 2014 and based on the evaluation process below. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (March 2022) awarded in 2022. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 - 3/31/23. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2020 Barron's Top 50 Private Wealth Management Teams. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley is a business that has its headquarters in Washington, District of Columbia. Find 5 listings related to The I Street Group Morgan Stanley in Washington on YP.com. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Source: Forbes.com (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. Get directions, reviews and information for Sheehan Group - Morgan Stanley in Washington, DC. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2008 - Mar 2009. Tracy graduated from Dickinson College with a Bachelor of Arts in Economics and Sociology. Website. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/17 - 6/30/18. Nominated advisors are then asked to complete an extensive survey. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Investment performance is not a criterion. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Investment performance is not a criterion. 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