General Info

Located in Bryn Mawr, Pa., Morgan Stanley Smith Barney LLC is one of the leading global wealth management firms in the United States. It assists individuals, businesses and institutions in a variety of services, such as brokerage and investment advisory services, financial/wealth planning, credit, lending, cash management, annuities, insurance, retirement and trust services. The firm s financial advisors have access to global research through its affiliate companies. Morgan Stanley Smith Barney LLC is a member of Securities Investor Protection Corporation (SIPC). Some of its clients include Telefonica, Henderson Global Investors and Wolfson Microelectronics.